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First Personal Financial Services’s Badger Meter BMI Stock Holding History

First Personal Financial Services’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
2024
Q3 		$11.5M Sell
52,791
-1,069
-2% -$214K 2.44% 9
2024
Q2 		$10M Sell
53,860
-401
-0.7% -$73.2K 2.27% 13
2024
Q1 		$8.78M Sell
54,261
-6,352
-10% -$976K 2.04% 17
2023
Q4 		$9.36M Sell
60,613
-514
-0.8% -$74.9K 2.28% 13
2023
Q3 		$8.79M Sell
61,127
-7,141
-10% -$1.13M 2.29% 13
2023
Q2 		$10.1M Sell
68,268
-1,998
-3% -$275K 2.5% 10
2023
Q1 		$8.56M Buy
70,266
+1,067
+2% +$125K 2.22% 17
2022
Q4 		$7.54M Sell
69,199
-2,736
-4% -$297K 2.04% 20
2022
Q3 		$6.65M Buy
71,935
+1,074
+2% +$99.6K 1.93% 20
2022
Q2 		$5.73M Sell
70,861
-552
-0.8% -$45.6K 1.61% 25
2022
Q1 		$7.12M Buy
71,413
+1,100
+2% +$108K 1.66% 22
2021
Q4 		$7.49M Buy
70,313
+10,179
+17% +$1.07M 1.68% 22
2021
Q3 		$6.08M Buy
60,134
+1,623
+3% +$166K 1.51% 27
2021
Q2 		$5.74M Sell
58,511
-246
-0.4% -$23.2K 1.47% 28
2021
Q1 		$5.47M Sell
58,757
-2,159
-4% -$217K 1.5% 28
2020
Q4 		$5.73M Sell
60,916
-137
-0.2% -$10.9K 1.63% 23
2020
Q3 		$3.99M Buy
61,053
+12,907
+27% +$824K 1.27% 35
2020
Q2 		$3.03M Buy
48,146
+6,431
+15% +$382K 1.04% 43
2020
Q1 		$2.24M Buy
41,715
+891
+2% +$54.3K 0.86% 44
2019
Q4 		$2.65M Buy
40,824
+674
+2% +$40K 0.86% 48
2019
Q3 		$2.16M Buy
40,150
+3,006
+8% +$162K 0.67% 48
2019
Q2 		$2.22M Buy
37,144
+985
+3% +$54.6K 0.63% 47
2019
Q1 		$2.01M Sell
36,159
-7,644
-17% -$425K 0.61% 47
2018
Q4 		$2.16M Buy
43,803
+1,098
+3% +$56.2K 0.74% 47
2018
Q3 		$2.26M Sell
42,705
-4,135
-9% -$215K 0.71% 46
2018
Q2 		$2.09M Buy
46,840
+8,841
+23% +$391K 0.7% 46
2018
Q1 		$1.79M Buy
37,999
+6,761
+22% +$327K 0.39% 69
2017
Q4 		$1.49M Buy
31,238
+28,253
+946% +$1.31M 0.29% 86
2017
Q3 		$146K Hold
2,985
– – 0.03% 251
2017
Q2 		$119K Buy
+2,985
New +$116K 0.03% 284

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Personal Financial Services's BMI Position: Q3 2024 in Review

First Personal Financial Services reduced its Badger Meter (BMI) stake by 2% in Q3 2024, selling an estimated $214K and leaving 52,791 shares worth $11.5M. The position accounts for 2.44% of the portfolio, ranked #9.

First Personal Financial Services first reported a position in BMI in Q2 2017 and has held it in 30 quarters since. 476 funds tracked by Wall St. Rank hold BMI as of Q3 2024.

  • First Personal Financial Services held 52,791 shares of Badger Meter worth $11.5M as of Q3 2024.
  • First Personal Financial Services sold 1,069 Badger Meter shares in Q3 2024, an estimated $214K.
  • Badger Meter made up 2.44% of First Personal Financial Services's portfolio in Q3 2024, its #9 holding.
  • First Personal Financial Services first reported a position in Badger Meter in Q2 2017 and has held it in 30 quarters since.
  • 476 funds tracked by Wall St. Rank held Badger Meter as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.