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Valeo Financial Advisors’s Badger Meter BMI Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-25
Closed -$2K – 681
2021
Q1 		$2K Buy
+25
New +$2.52K ﹤0.01% 1775
2020
Q3 		– Sell
-109
Closed -$7K – 1645
2020
Q2 		$7K Buy
109
+65
+148% +$3.86K ﹤0.01% 1392
2020
Q1 		$2K Buy
+44
New +$2.68K ﹤0.01% 1491

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's BMI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Badger Meter (BMI) in Q2 2021, closing a stake of 25 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in BMI in Q1 2020 and held it in 3 quarters. The position peaked at $7K in Q2 2020. 249 funds tracked by Wall St. Rank hold BMI as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Badger Meter position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 25 Badger Meter shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Badger Meter in Q1 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Badger Meter position peaked at $7K in Q2 2020.
  • 249 funds tracked by Wall St. Rank held Badger Meter as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.