LWM Advisory Services’s Badger Meter BMI Stock Holding History

LWM Advisory 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
2023 Q4	–	Sell	-139	Closed	-$20K	–	90
2023 Q3	$20K	Buy	+139	New	+$22K	0.02%	112

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

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

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

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

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LWM Advisory Services's BMI Position: Q4 2023 in Review

LWM Advisory Services sold out of Badger Meter (BMI) in Q4 2023, closing a stake of 139 shares — an estimated $20K sold.

LWM Advisory Services first reported a position in BMI in Q3 2023 and held it in 1 quarter. The position peaked at $20K in Q3 2023. 394 funds tracked by Wall St. Rank hold BMI as of Q4 2023.

LWM Advisory Services reported no remaining Badger Meter position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 139 Badger Meter shares in Q4 2023, an estimated $20K.
LWM Advisory Services first reported a position in Badger Meter in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's Badger Meter position peaked at $20K in Q3 2023.
394 funds tracked by Wall St. Rank held Badger Meter as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.