HGWM
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Harvest Group Wealth Management’s Badger Meter BMI Stock Holding History

Harvest Group Wealth Management’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
-34
Closed -$3K – 116
2020
Q4 		$3K Hold
34
– – ﹤0.01% 290
2020
Q3 		$2K Hold
34
– – ﹤0.01% 328
2020
Q2 		$2K Hold
34
– – ﹤0.01% 295
2020
Q1 		$1K Sell
34
-149
-81% -$9.07K ﹤0.01% 354
2019
Q4 		$11K Sell
183
-10
-5% -$593 0.01% 222
2019
Q3 		$10K Hold
193
– – 0.01% 254
2019
Q2 		$11K Hold
193
– – 0.01% 203
2019
Q1 		$11K Buy
+193
New +$10.7K 0.01% 221

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
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 $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return