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SYSTM Wealth Solutions’s Badger Meter BMI Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-615
Closed -$99.5K – 701
2024
Q1 		$99.5K Buy
615
+55
+10% +$8.45K 0.01% 477
2023
Q4 		$86.4K Buy
+560
New +$81.6K 0.01% 476
2023
Q2 		– Sell
-1,724
Closed -$210K – 494
2023
Q1 		$210K Buy
+1,724
New +$202K 0.03% 438

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SYSTM Wealth Solutions's BMI Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Badger Meter (BMI) in Q2 2024, closing a stake of 615 shares — an estimated $99.5K sold.

SYSTM Wealth Solutions first reported a position in BMI in Q1 2023 and held it in 3 quarters. The position peaked at $210K in Q1 2023. 450 funds tracked by Wall St. Rank hold BMI as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Badger Meter position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 615 Badger Meter shares in Q2 2024, an estimated $99.5K.
  • SYSTM Wealth Solutions first reported a position in Badger Meter in Q1 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Badger Meter position peaked at $210K in Q1 2023.
  • 450 funds tracked by Wall St. Rank held Badger Meter as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.