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IBEX Wealth Advisors’s Badger Meter BMI Stock Holding History

IBEX 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
-1,513
Closed -$321K – 132
2024
Q4 		$321K Sell
1,513
-90,551
-98% -$19.7M 0.04% 167
2024
Q3 		$3.99M Buy
92,064
+90,699
+6,645% +$18.2M 1.09% 40
2024
Q2 		$254K Buy
+1,365
New +$249K 0.04% 114
2017
Q1 		– Sell
-214
Closed -$8K – 105
2016
Q4 		$8K Buy
+214
New +$7.47K ﹤0.01% 312

Other funds holding BMI

BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
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

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

IBEX Wealth Advisors sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 1,513 shares — an estimated $321K sold.

IBEX Wealth Advisors first reported a position in BMI in Q4 2016 and held it in 4 quarters. The position peaked at $3.99M in Q3 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,513 Badger Meter shares in Q1 2025, an estimated $321K.
  • IBEX Wealth Advisors first reported a position in Badger Meter in Q4 2016 and held it in 4 quarters.
  • IBEX Wealth Advisors's Badger Meter position peaked at $3.99M in Q3 2024.
  • 496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.