GWS
BMI icon

Glassman Wealth Services’s Badger Meter BMI Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-42
Closed -$6.48K – 423
2023
Q4 		$6.48K Hold
42
– – ﹤0.01% 1003
2023
Q3 		$6.04K Hold
42
– – ﹤0.01% 1004
2023
Q2 		$6.2K Hold
42
– – ﹤0.01% 937
2023
Q1 		$5.12K Hold
42
– – ﹤0.01% 992
2022
Q4 		$4.58K Sell
42
-2
-5% -$217 ﹤0.01% 1039
2022
Q3 		$4K Buy
44
+31
+238% +$2.88K ﹤0.01% 1031
2022
Q2 		$1K Sell
13
-15
-54% -$1.24K ﹤0.01% 1358
2022
Q1 		$3K Buy
28
+26
+1,300% +$2.55K ﹤0.01% 1104
2021
Q4 		$0 Buy
+2
New +$211 ﹤0.01% 1649
2021
Q2 		– Sell
-4
Closed – – 1459
2021
Q1 		$0 Buy
+4
New +$403 ﹤0.01% 1402

Other funds holding BMI

BlackRock
BlackRock New York $5.7T 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return