Private Advisor Group’s Badger Meter BMI Stock Holding History

Private Advisor 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
2024 Q4	–	Sell	-1,635	Closed	-$357K	–	2301
2024 Q3	$357K	Buy	1,635 +71	+5%	+$14.2K	﹤0.01%	1822
2024 Q2	$292K	Sell	1,564 -110	-7%	-$20.1K	﹤0.01%	1904
2024 Q1	$271K	Buy	+1,674	New	+$257K	﹤0.01%	1914
2020 Q3	–	Sell	-400	Closed	-$25K	–	1786
2020 Q2	$25K	Buy	+400	New	+$23.7K	﹤0.01%	2456
2020 Q1	–	Sell	-5,117	Closed	-$622K	–	1447
2019 Q4	$622K	Buy	+5,117	New	+$304K	0.01%	955

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Advisor Group's BMI Position: Q4 2024 in Review

Private Advisor Group sold out of Badger Meter (BMI) in Q4 2024, closing a stake of 1,635 shares — an estimated $357K sold.

Private Advisor Group first reported a position in BMI in Q4 2019 and held it in 5 quarters. The position peaked at $622K in Q4 2019. 490 funds tracked by Wall St. Rank hold BMI as of Q4 2024.

Private Advisor Group reported no remaining Badger Meter position as of Q4 2024 after selling out during the quarter.
Private Advisor Group sold 1,635 Badger Meter shares in Q4 2024, an estimated $357K.
Private Advisor Group first reported a position in Badger Meter in Q4 2019 and held it in 5 quarters.
Private Advisor Group's Badger Meter position peaked at $622K in Q4 2019.
490 funds tracked by Wall St. Rank held Badger Meter as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.