FCA
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FinTrust Capital Advisors’s Badger Meter BMI Stock Holding History

FinTrust Capital 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
2023
Q4 		– Sell
-21
Closed -$3.02K – 1265
2023
Q3 		$3.02K Buy
+21
New +$3.32K ﹤0.01% 961

Other funds holding BMI

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

FinTrust Capital Advisors's BMI Position: Q4 2023 in Review

FinTrust Capital Advisors sold out of Badger Meter (BMI) in Q4 2023, closing a stake of 21 shares — an estimated $3.02K sold.

FinTrust Capital Advisors first reported a position in BMI in Q3 2023 and held it in 1 quarter. The position peaked at $3.02K in Q3 2023. 394 funds tracked by Wall St. Rank hold BMI as of Q4 2023.

  • FinTrust Capital Advisors reported no remaining Badger Meter position as of Q4 2023 after selling out during the quarter.
  • FinTrust Capital Advisors sold 21 Badger Meter shares in Q4 2023, an estimated $3.02K.
  • FinTrust Capital Advisors first reported a position in Badger Meter in Q3 2023 and held it in 1 quarter.
  • FinTrust Capital Advisors's Badger Meter position peaked at $3.02K in Q3 2023.
  • 394 funds tracked by Wall St. Rank held Badger Meter as of Q4 2023.

Based on FinTrust Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.