NFG
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Next Financial Group’s Badger Meter BMI Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-35
Closed -$4K – 2868
2021
Q3 		$4K Hold
35
– – ﹤0.01% 2300
2021
Q2 		$3K Hold
35
– – ﹤0.01% 2301
2021
Q1 		$3K Buy
35
+2
+6% +$201 ﹤0.01% 2206
2020
Q4 		$3K Buy
+33
New +$2.63K ﹤0.01% 2079

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Next Financial Group's BMI Position: Q4 2021 in Review

Next Financial Group sold out of Badger Meter (BMI) in Q4 2021, closing a stake of 35 shares — an estimated $4K sold.

Next Financial Group first reported a position in BMI in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 274 funds tracked by Wall St. Rank hold BMI as of Q4 2021.

  • Next Financial Group reported no remaining Badger Meter position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 35 Badger Meter shares in Q4 2021, an estimated $4K.
  • Next Financial Group first reported a position in Badger Meter in Q4 2020 and held it in 4 quarters.
  • Next Financial Group's Badger Meter position peaked at $4K in Q3 2021.
  • 274 funds tracked by Wall St. Rank held Badger Meter as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.