Sigma Planning Corp’s Badger Meter BMI Stock Holding History

Sigma Planning Corp’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	-1,620	Closed	-$233K	–	881
2023 Q3	$233K	Buy	+1,620	New	+$256K	0.01%	1028

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Sigma Planning Corp's BMI Position: Q4 2023 in Review

Sigma Planning Corp sold out of Badger Meter (BMI) in Q4 2023, closing a stake of 1,620 shares — an estimated $233K sold.

Sigma Planning Corp first reported a position in BMI in Q3 2023 and held it in 1 quarter. The position peaked at $233K in Q3 2023. 394 funds tracked by Wall St. Rank hold BMI as of Q4 2023.

Sigma Planning Corp reported no remaining Badger Meter position as of Q4 2023 after selling out during the quarter.
Sigma Planning Corp sold 1,620 Badger Meter shares in Q4 2023, an estimated $233K.
Sigma Planning Corp first reported a position in Badger Meter in Q3 2023 and held it in 1 quarter.
Sigma Planning Corp's Badger Meter position peaked at $233K in Q3 2023.
394 funds tracked by Wall St. Rank held Badger Meter as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.