FSC Wealth Advisors’s Badger Meter BMI Stock Holding History

FSC Wealth 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
2025 Q1	–	Sell	-9	Closed	-$1.91K	–	269
2024 Q4	$1.91K	Hold	9	–	–	﹤0.01%	261
2024 Q3	$1.97K	Hold	9	–	–	﹤0.01%	251
2024 Q2	$1.68K	Buy	+9	New	+$1.64K	﹤0.01%	262

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FSC Wealth Advisors's BMI Position: Q1 2025 in Review

FSC Wealth Advisors sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 9 shares — an estimated $1.91K sold.

FSC Wealth Advisors first reported a position in BMI in Q2 2024 and held it in 3 quarters. The position peaked at $1.97K in Q3 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

FSC Wealth Advisors reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
FSC Wealth Advisors sold 9 Badger Meter shares in Q1 2025, an estimated $1.91K.
FSC Wealth Advisors first reported a position in Badger Meter in Q2 2024 and held it in 3 quarters.
FSC Wealth Advisors's Badger Meter position peaked at $1.97K in Q3 2024.
496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.