FAG
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Fortitude Advisory Group’s Badger Meter BMI Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-141
Closed -$14K – 343
2022
Q1 		$14K Hold
141
– – 0.01% 931
2021
Q4 		$15K Buy
+141
New +$14.8K 0.01% 910

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
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Fortitude Advisory Group's BMI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Badger Meter (BMI) in Q2 2022, closing a stake of 141 shares — an estimated $14K sold.

Fortitude Advisory Group first reported a position in BMI in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 270 funds tracked by Wall St. Rank hold BMI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Badger Meter position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 141 Badger Meter shares in Q2 2022, an estimated $14K.
  • Fortitude Advisory Group first reported a position in Badger Meter in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Badger Meter position peaked at $15K in Q4 2021.
  • 270 funds tracked by Wall St. Rank held Badger Meter as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.