BDO Wealth Advisors’s Badger Meter BMI Stock Holding History

BDO Wealth Advisors’s Portfolio BMI Stock Details BMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-11	Closed	-$1K	–	1164
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	822
2020 Q3	$1K	Buy	+11	New	+$702	﹤0.01%	745

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BDO Wealth Advisors's BMI Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Badger Meter (BMI) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in BMI in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 262 funds tracked by Wall St. Rank hold BMI as of Q1 2021.

BDO Wealth Advisors reported no remaining Badger Meter position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 11 Badger Meter shares in Q1 2021, an estimated $1K.
BDO Wealth Advisors first reported a position in Badger Meter in Q3 2020 and held it in 2 quarters.
BDO Wealth Advisors's Badger Meter position peaked at $1K in Q4 2020.
262 funds tracked by Wall St. Rank held Badger Meter as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.