TWA
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TCI Wealth Advisors’s Badger Meter BMI Stock Holding History

TCI 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
Q2 		– Sell
-60
Closed -$7.31K – 471
2023
Q1 		$7.31K Hold
60
– – ﹤0.01% 1276
2022
Q4 		$6.54K Buy
60
+58
+2,900% +$6.3K ﹤0.01% 1352
2022
Q3 		$0 Buy
+2
New +$186 ﹤0.01% 2264
2022
Q2 		– Sell
-49
Closed -$5K – 2285
2022
Q1 		$5K Sell
49
-16
-25% -$1.57K ﹤0.01% 1504
2021
Q4 		$7K Buy
65
+9
+16% +$948 ﹤0.01% 1402
2021
Q3 		$6K Buy
56
+14
+33% +$1.43K ﹤0.01% 1428
2021
Q2 		$4K Buy
42
+18
+75% +$1.7K ﹤0.01% 1539
2021
Q1 		$2K Buy
+24
New +$2.42K ﹤0.01% 1681

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCI Wealth Advisors's BMI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Badger Meter (BMI) in Q2 2023, closing a stake of 60 shares — an estimated $7.31K sold.

TCI Wealth Advisors first reported a position in BMI in Q1 2021 and held it in 8 quarters. The position peaked at $7.31K in Q1 2023. 353 funds tracked by Wall St. Rank hold BMI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Badger Meter position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 60 Badger Meter shares in Q2 2023, an estimated $7.31K.
  • TCI Wealth Advisors first reported a position in Badger Meter in Q1 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's Badger Meter position peaked at $7.31K in Q1 2023.
  • 353 funds tracked by Wall St. Rank held Badger Meter as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.