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Meridian Wealth Management’s Badger Meter BMI Stock Holding History

Meridian 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
2022
Q4 		– Sell
-6,342
Closed -$586K – 530
2022
Q3 		$586K Sell
6,342
-130
-2% -$12.1K 0.06% 254
2022
Q2 		$524K Buy
6,472
+490
+8% +$40.5K 0.04% 337
2022
Q1 		$596K Buy
5,982
+332
+6% +$32.5K 0.07% 214
2021
Q4 		$602K Buy
5,650
+48
+0.9% +$5.05K 0.06% 219
2021
Q3 		$567K Buy
5,602
+378
+7% +$38.6K 0.07% 207
2021
Q2 		$513K Buy
+5,224
New +$494K 0.07% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meridian Wealth Management's BMI Position: Q4 2022 in Review

Meridian Wealth Management sold out of Badger Meter (BMI) in Q4 2022, closing a stake of 6,342 shares — an estimated $586K sold.

Meridian Wealth Management first reported a position in BMI in Q2 2021 and held it in 6 quarters. The position peaked at $602K in Q4 2021. 306 funds tracked by Wall St. Rank hold BMI as of Q4 2022.

  • Meridian Wealth Management reported no remaining Badger Meter position as of Q4 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 6,342 Badger Meter shares in Q4 2022, an estimated $586K.
  • Meridian Wealth Management first reported a position in Badger Meter in Q2 2021 and held it in 6 quarters.
  • Meridian Wealth Management's Badger Meter position peaked at $602K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Badger Meter as of Q4 2022.

Based on Meridian Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.