Opal Wealth Advisors’s Badger Meter BMI Stock Holding History

Opal Wealth Advisors’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 Q3	–	Sell	-39	Closed	-$7.27K	–	313
2024 Q2	$7.27K	Buy	+39	New	+$7.12K	﹤0.01%	725

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Opal Wealth Advisors's BMI Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Badger Meter (BMI) in Q3 2024, closing a stake of 39 shares — an estimated $7.27K sold.

Opal Wealth Advisors first reported a position in BMI in Q2 2024 and held it in 1 quarter. The position peaked at $7.27K in Q2 2024. 476 funds tracked by Wall St. Rank hold BMI as of Q3 2024.

Opal Wealth Advisors reported no remaining Badger Meter position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 39 Badger Meter shares in Q3 2024, an estimated $7.27K.
Opal Wealth Advisors first reported a position in Badger Meter in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Badger Meter position peaked at $7.27K in Q2 2024.
476 funds tracked by Wall St. Rank held Badger Meter as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.