Sutton Wealth Advisors’s Badger Meter BMI Stock Holding History

Sutton Wealth 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 Q1	–	Sell	-786	Closed	-$85.7K	–	906
2022 Q4	$85.7K	Hold	786	–	–	0.03%	275
2022 Q3	$72.6K	Sell	786 -15	-2%	-$1.39K	0.03%	298
2022 Q2	$64.8K	Buy	801 +219	+38%	+$18.1K	0.03%	316
2022 Q1	$58K	Sell	582 -2	-0.3%	-$196	0.02%	363
2021 Q4	$62.2K	Buy	584 +6	+1%	+$632	0.02%	360
2021 Q3	$58.5K	Hold	578	–	–	0.02%	359
2021 Q2	$56.7K	Hold	578	–	–	0.02%	375
2021 Q1	$53.8K	Hold	578	–	–	0.02%	378
2020 Q4	$54.4K	Hold	578	–	–	0.02%	336
2020 Q3	$37.8K	Hold	578	–	–	0.02%	362
2020 Q2	$36.4K	Hold	578	–	–	0.02%	375
2020 Q1	$31K	Hold	578	–	–	0.02%	365
2019 Q4	$37.5K	Hold	578	–	–	0.02%	391
2019 Q3	$31K	Hold	578	–	–	0.02%	439
2019 Q2	$34.5K	Hold	578	–	–	0.02%	411
2019 Q1	$32.2K	Hold	578	–	–	0.02%	419
2018 Q4	$28.4K	Hold	578	–	–	0.02%	417
2018 Q3	$30.6K	Hold	578	–	–	0.02%	434
2018 Q2	$25.8K	Hold	578	–	–	0.02%	505
2018 Q1	$27.3K	Hold	578	–	–	0.02%	452
2017 Q4	$27.6K	Hold	578	–	–	0.02%	445
2017 Q3	$28.3K	Hold	578	–	–	0.02%	419
2017 Q2	$23K	Hold	578	–	–	0.02%	472
2017 Q1	$21.2K	Hold	578	–	–	0.02%	496
2016 Q4	$21.4K	Hold	578	–	–	0.02%	470
2016 Q3	$19.4K	Sell	578 -578	-50%	-$11.8K	0.02%	467
2016 Q2	$21.1K	Hold	1,156	–	–	0.02%	435
2016 Q1	$19.2K	Buy	+1,156	New	+$17.8K	0.02%	447

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Sutton Wealth Advisors's BMI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Badger Meter (BMI) in Q1 2023, closing a stake of 786 shares — an estimated $85.7K sold.

Sutton Wealth Advisors first reported a position in BMI in Q1 2016 and held it in 28 quarters. The position peaked at $85.7K in Q4 2022. 321 funds tracked by Wall St. Rank hold BMI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Badger Meter position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 786 Badger Meter shares in Q1 2023, an estimated $85.7K.
Sutton Wealth Advisors first reported a position in Badger Meter in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Badger Meter position peaked at $85.7K in Q4 2022.
321 funds tracked by Wall St. Rank held Badger Meter as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.