SFS
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Sowell Financial Services’s Badger Meter BMI Stock Holding History

Sowell 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
2021
Q2 		– Sell
-198
Closed -$18K – 800
2021
Q1 		$18K Buy
198
+37
+23% +$3.73K ﹤0.01% 2088
2020
Q4 		$15K Buy
161
+93
+137% +$7.43K ﹤0.01% 1851
2020
Q3 		$4K Buy
+68
New +$4.34K ﹤0.01% 2036

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Impax Asset Management Group
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JP Morgan Chase
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Allianz Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's BMI Position: Q2 2021 in Review

Sowell Financial Services sold out of Badger Meter (BMI) in Q2 2021, closing a stake of 198 shares — an estimated $18K sold.

Sowell Financial Services first reported a position in BMI in Q3 2020 and held it in 3 quarters. The position peaked at $18K in Q1 2021. 249 funds tracked by Wall St. Rank hold BMI as of Q2 2021.

  • Sowell Financial Services reported no remaining Badger Meter position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 198 Badger Meter shares in Q2 2021, an estimated $18K.
  • Sowell Financial Services first reported a position in Badger Meter in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Badger Meter position peaked at $18K in Q1 2021.
  • 249 funds tracked by Wall St. Rank held Badger Meter as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.