FCH
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Freestone Capital Holdings’s Badger Meter BMI Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-30
Closed -$2.82K – 476
2020
Q4 		$2.82K Sell
30
-6
-17% -$479 ﹤0.01% 1086
2020
Q3 		$2.35K Buy
+36
New +$2.3K ﹤0.01% 1012

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JP Morgan Chase
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Invesco
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Freestone Capital Holdings's BMI Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Badger Meter (BMI) in Q1 2021, closing a stake of 30 shares — an estimated $2.82K sold.

Freestone Capital Holdings first reported a position in BMI in Q3 2020 and held it in 2 quarters. The position peaked at $2.82K in Q4 2020. 262 funds tracked by Wall St. Rank hold BMI as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Badger Meter position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 30 Badger Meter shares in Q1 2021, an estimated $2.82K.
  • Freestone Capital Holdings first reported a position in Badger Meter in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Badger Meter position peaked at $2.82K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held Badger Meter as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.