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Venturi Wealth Management’s Badger Meter BMI Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-9
Closed -$1.91K – 726
2024
Q4 		$1.91K Hold
9
– – ﹤0.01% 1861
2024
Q3 		$1.97K Sell
9
-159
-95% -$31.9K ﹤0.01% 1667
2024
Q2 		$31.3K Buy
+168
New +$30.7K ﹤0.01% 811

Other funds holding BMI

BlackRock
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Venturi Wealth Management's BMI Position: Q1 2025 in Review

Venturi Wealth Management sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 9 shares — an estimated $1.91K sold.

Venturi Wealth Management first reported a position in BMI in Q2 2024 and held it in 3 quarters. The position peaked at $31.3K in Q2 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

  • Venturi Wealth Management reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 9 Badger Meter shares in Q1 2025, an estimated $1.91K.
  • Venturi Wealth Management first reported a position in Badger Meter in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Badger Meter position peaked at $31.3K in Q2 2024.
  • 496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.