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Coppell Advisory Solutions’s Badger Meter BMI Stock Holding History

Coppell Advisory Solutions’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
-7
Closed -$1.5K – 509
2024
Q4 		$1.5K Hold
7
– – ﹤0.01% 1593
2024
Q3 		$1.51K Hold
7
– – ﹤0.01% 1501
2024
Q2 		$1.3K Buy
+7
New +$1.28K ﹤0.01% 1459
2023
Q4 		$1.08K Buy
+7
New +$1.02K ﹤0.01% 1401
2023
Q3 		– Sell
-7
Closed -$1.03K – 1242
2023
Q2 		$1.03K Buy
+7
New +$964 ﹤0.01% 1138

Other funds holding BMI

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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

Coppell Advisory Solutions's BMI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 7 shares — an estimated $1.5K sold.

Coppell Advisory Solutions first reported a position in BMI in Q2 2023 and held it in 5 quarters. The position peaked at $1.51K in Q3 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 7 Badger Meter shares in Q1 2025, an estimated $1.5K.
  • Coppell Advisory Solutions first reported a position in Badger Meter in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Badger Meter position peaked at $1.51K in Q3 2024.
  • 496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.