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Pacific Capital Wealth Advisors’s Badger Meter BMI Stock Holding History

Pacific Capital 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
Q2 		– Sell
-17
Closed -$2.75K – 561
2024
Q1 		$2.75K Buy
+17
New +$2.61K ﹤0.01% 398

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pacific Capital Wealth Advisors's BMI Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Badger Meter (BMI) in Q2 2024, closing a stake of 17 shares — an estimated $2.75K sold.

Pacific Capital Wealth Advisors first reported a position in BMI in Q1 2024 and held it in 1 quarter. The position peaked at $2.75K in Q1 2024. 450 funds tracked by Wall St. Rank hold BMI as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Badger Meter position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 17 Badger Meter shares in Q2 2024, an estimated $2.75K.
  • Pacific Capital Wealth Advisors first reported a position in Badger Meter in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Badger Meter position peaked at $2.75K in Q1 2024.
  • 450 funds tracked by Wall St. Rank held Badger Meter as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.