TFO
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Tarbox Family Office’s Badger Meter BMI Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-30
Closed -$3K – 229
2022
Q1 		$3K Hold
30
– – ﹤0.01% 657
2021
Q4 		$3K Hold
30
– – ﹤0.01% 749
2021
Q3 		$3K Hold
30
– – ﹤0.01% 765
2021
Q2 		$3K Hold
30
– – ﹤0.01% 779
2021
Q1 		$3K Hold
30
– – ﹤0.01% 718
2020
Q4 		$3K Hold
30
– – ﹤0.01% 656
2020
Q3 		$2K Hold
30
– – ﹤0.01% 723
2020
Q2 		$2K Hold
30
– – ﹤0.01% 714
2020
Q1 		$2K Buy
+30
New +$1.83K ﹤0.01% 604

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Tarbox Family Office's BMI Position: Q2 2022 in Review

Tarbox Family Office sold out of Badger Meter (BMI) in Q2 2022, closing a stake of 30 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in BMI in Q1 2020 and held it in 9 quarters. The position peaked at $3K in Q1 2022. 269 funds tracked by Wall St. Rank hold BMI as of Q2 2022.

  • Tarbox Family Office reported no remaining Badger Meter position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 30 Badger Meter shares in Q2 2022, an estimated $3K.
  • Tarbox Family Office first reported a position in Badger Meter in Q1 2020 and held it in 9 quarters.
  • Tarbox Family Office's Badger Meter position peaked at $3K in Q1 2022.
  • 269 funds tracked by Wall St. Rank held Badger Meter as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.