PFS
BMI icon

Prospera Financial Services’s Badger Meter BMI Stock Holding History

Prospera Financial Services’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
Q4 		– Sell
-2,541
Closed -$366K – 1057
2023
Q3 		$366K Buy
2,541
+144
+6% +$22.7K 0.01% 727
2023
Q2 		$354K Buy
+2,397
New +$330K 0.01% 726

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Prospera Financial Services's BMI Position: Q4 2023 in Review

Prospera Financial Services sold out of Badger Meter (BMI) in Q4 2023, closing a stake of 2,541 shares — an estimated $366K sold.

Prospera Financial Services first reported a position in BMI in Q2 2023 and held it in 2 quarters. The position peaked at $366K in Q3 2023. 394 funds tracked by Wall St. Rank hold BMI as of Q4 2023.

  • Prospera Financial Services reported no remaining Badger Meter position as of Q4 2023 after selling out during the quarter.
  • Prospera Financial Services sold 2,541 Badger Meter shares in Q4 2023, an estimated $366K.
  • Prospera Financial Services first reported a position in Badger Meter in Q2 2023 and held it in 2 quarters.
  • Prospera Financial Services's Badger Meter position peaked at $366K in Q3 2023.
  • 394 funds tracked by Wall St. Rank held Badger Meter as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.