CFP
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Comprehensive Financial Planning’s Badger Meter BMI Stock Holding History

Comprehensive Financial Planning’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
2025
Q1 		– Sell
-730
Closed -$155K – 335
2024
Q4 		$155K Buy
+730
New +$159K 0.13% 102

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Comprehensive Financial Planning's BMI Position: Q1 2025 in Review

Comprehensive Financial Planning sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 730 shares — an estimated $155K sold.

Comprehensive Financial Planning first reported a position in BMI in Q4 2024 and held it in 1 quarter. The position peaked at $155K in Q4 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

  • Comprehensive Financial Planning reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 730 Badger Meter shares in Q1 2025, an estimated $155K.
  • Comprehensive Financial Planning first reported a position in Badger Meter in Q4 2024 and held it in 1 quarter.
  • Comprehensive Financial Planning's Badger Meter position peaked at $155K in Q4 2024.
  • 496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on Comprehensive Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.