WA
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Wealth Alliance’s Badger Meter BMI Stock Holding History

Wealth Alliance’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
-1,312
Closed -$212K – 519
2024
Q1 		$212K Sell
1,312
-12
-0.9% -$1.84K 0.03% 478
2023
Q4 		$204K Buy
+1,324
New +$193K 0.03% 483
2023
Q3 		– Sell
-1,388
Closed -$205K – 495
2023
Q2 		$205K Buy
+1,388
New +$191K 0.03% 471

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

Wealth Alliance's BMI Position: Q2 2024 in Review

Wealth Alliance sold out of Badger Meter (BMI) in Q2 2024, closing a stake of 1,312 shares — an estimated $212K sold.

Wealth Alliance first reported a position in BMI in Q2 2023 and held it in 3 quarters. The position peaked at $212K in Q1 2024. 450 funds tracked by Wall St. Rank hold BMI as of Q2 2024.

  • Wealth Alliance reported no remaining Badger Meter position as of Q2 2024 after selling out during the quarter.
  • Wealth Alliance sold 1,312 Badger Meter shares in Q2 2024, an estimated $212K.
  • Wealth Alliance first reported a position in Badger Meter in Q2 2023 and held it in 3 quarters.
  • Wealth Alliance's Badger Meter position peaked at $212K in Q1 2024.
  • 450 funds tracked by Wall St. Rank held Badger Meter as of Q2 2024.

Based on Wealth Alliance's 13F filing for Q2 2024, filed 9 Aug 2024.