FGAM
BMI icon

Financial Gravity Asset Management’s Badger Meter BMI Stock Holding History

Financial Gravity Asset Management’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
2023
Q3 		– Sell
-148
Closed -$70 – 1295
2023
Q2 		$70 Buy
+148
New +$20.4K ﹤0.01% 1353
2023
Q1 		– Sell
-109
Closed -$52 – 1189
2022
Q4 		$52 Buy
+109
New +$11.8K ﹤0.01% 1217
2021
Q1 		– Hold
0
– – – 641
2020
Q2 		$0 Buy
+2
New +$119 ﹤0.01% 117
2019
Q4 		– Sell
-5
Closed – – 1401
2019
Q3 		$0 Hold
5
– – ﹤0.01% 1205
2019
Q2 		$0 Buy
+5
New +$277 ﹤0.01% 1255

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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return