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Money Concepts Capital’s Badger Meter BMI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-137
Closed -$14.9K – 752
2022
Q4 		$14.9K Buy
137
+12
+10% +$1.3K ﹤0.01% 1820
2022
Q3 		$12K Hold
125
– – ﹤0.01% 1017
2022
Q2 		$10K Buy
125
+1
+0.8% +$83 ﹤0.01% 1027
2022
Q1 		$12K Buy
+124
New +$12.1K ﹤0.01% 1826

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Money Concepts Capital's BMI Position: Q1 2023 in Review

Money Concepts Capital sold out of Badger Meter (BMI) in Q1 2023, closing a stake of 137 shares — an estimated $14.9K sold.

Money Concepts Capital first reported a position in BMI in Q1 2022 and held it in 4 quarters. The position peaked at $14.9K in Q4 2022. 321 funds tracked by Wall St. Rank hold BMI as of Q1 2023.

  • Money Concepts Capital reported no remaining Badger Meter position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 137 Badger Meter shares in Q1 2023, an estimated $14.9K.
  • Money Concepts Capital first reported a position in Badger Meter in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Badger Meter position peaked at $14.9K in Q4 2022.
  • 321 funds tracked by Wall St. Rank held Badger Meter as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.