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Prime Capital Investment Advisors’s Badger Meter BMI Stock Holding History

Prime Capital Investment 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
2023
Q3 		– Sell
-1,700
Closed -$251K – 763
2023
Q2 		$251K Sell
1,700
-88
-5% -$12.1K ﹤0.01% 655
2023
Q1 		$218K Buy
+1,788
New +$209K 0.01% 491

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prime Capital Investment Advisors's BMI Position: Q3 2023 in Review

Prime Capital Investment Advisors sold out of Badger Meter (BMI) in Q3 2023, closing a stake of 1,700 shares — an estimated $251K sold.

Prime Capital Investment Advisors first reported a position in BMI in Q1 2023 and held it in 2 quarters. The position peaked at $251K in Q2 2023. 373 funds tracked by Wall St. Rank hold BMI as of Q3 2023.

  • Prime Capital Investment Advisors reported no remaining Badger Meter position as of Q3 2023 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 1,700 Badger Meter shares in Q3 2023, an estimated $251K.
  • Prime Capital Investment Advisors first reported a position in Badger Meter in Q1 2023 and held it in 2 quarters.
  • Prime Capital Investment Advisors's Badger Meter position peaked at $251K in Q2 2023.
  • 373 funds tracked by Wall St. Rank held Badger Meter as of Q3 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.