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TFO Wealth Partners’s Badger Meter BMI Stock Holding History

TFO Wealth Partners’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
-1
Closed -$162 – 152
2024
Q1 		$162 Hold
1
– – ﹤0.01% 539
2023
Q4 		$154 Hold
1
– – ﹤0.01% 711
2023
Q3 		$148 Hold
1
– – ﹤0.01% 910
2023
Q2 		$148 Hold
1
– – ﹤0.01% 582
2023
Q1 		$122 Hold
1
– – ﹤0.01% 599
2022
Q4 		$58 Buy
+1
New +$109 ﹤0.01% 843

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

TFO Wealth Partners's BMI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Badger Meter (BMI) in Q2 2024, closing a stake of 1 share — an estimated $162 sold.

TFO Wealth Partners first reported a position in BMI in Q4 2022 and held it in 6 quarters. The position peaked at $162 in Q1 2024. 450 funds tracked by Wall St. Rank hold BMI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Badger Meter position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Badger Meter share in Q2 2024, an estimated $162.
  • TFO Wealth Partners first reported a position in Badger Meter in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Badger Meter position peaked at $162 in Q1 2024.
  • 450 funds tracked by Wall St. Rank held Badger Meter as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.