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WAM
Wealthspire Advisors (Maryland)’s
Badger Meter
BMI
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-378
Closed
-$21K
–
667
2019
Q1
$21K
Hold
378
–
–
﹤0.01%
1248
2018
Q4
$19K
Buy
378
+3
+0.8%
+$154
﹤0.01%
1218
2018
Q3
$20K
Buy
375
+11
+3%
+$572
﹤0.01%
1301
2018
Q2
$16K
Sell
364
-6
-2%
-$266
﹤0.01%
1389
2018
Q1
$17K
Hold
370
–
–
﹤0.01%
1340
2017
Q4
$18K
Buy
370
+63
+21%
+$2.92K
﹤0.01%
1358
2017
Q3
$15K
Buy
307
+2
+0.7%
+$89
﹤0.01%
1393
2017
Q2
$12K
Hold
305
–
–
﹤0.01%
1455
2017
Q1
$11K
Hold
305
–
–
﹤0.01%
1292
2016
Q4
$11K
Sell
305
-109
-26%
-$3.81K
﹤0.01%
1188
2016
Q3
$14K
Hold
414
–
–
﹤0.01%
1161
2016
Q2
$15K
Hold
414
–
–
﹤0.01%
1092
2016
Q1
$14K
Hold
414
–
–
﹤0.01%
1097
2015
Q4
$12K
Buy
+414
New
+$12.3K
﹤0.01%
1135
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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