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McGlone Suttner Wealth Management’s Badger Meter BMI Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-213
Closed -$32.9K – 237
2023
Q4 		$32.9K Buy
+213
New +$31K 0.01% 345

Other funds holding BMI

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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 $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McGlone Suttner Wealth Management's BMI Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Badger Meter (BMI) in Q1 2024, closing a stake of 213 shares — an estimated $32.9K sold.

McGlone Suttner Wealth Management first reported a position in BMI in Q4 2023 and held it in 1 quarter. The position peaked at $32.9K in Q4 2023. 416 funds tracked by Wall St. Rank hold BMI as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Badger Meter position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 213 Badger Meter shares in Q1 2024, an estimated $32.9K.
  • McGlone Suttner Wealth Management first reported a position in Badger Meter in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Badger Meter position peaked at $32.9K in Q4 2023.
  • 416 funds tracked by Wall St. Rank held Badger Meter as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.