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 $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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

Harvest Group Wealth Management's BMI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Badger Meter (BMI) in Q1 2021, closing a stake of 34 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in BMI in Q1 2019 and held it in 8 quarters. The position peaked at $11K in Q4 2019. 262 funds tracked by Wall St. Rank hold BMI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Badger Meter position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 34 Badger Meter shares in Q1 2021, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Badger Meter in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Badger Meter position peaked at $11K in Q4 2019.
  • 262 funds tracked by Wall St. Rank held Badger Meter as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.