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Accurate Wealth Management’s Black Hills Corp BKH Stock Holding History

Accurate Wealth Management’s Portfolio BKH Stock Details BKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-75
Closed -$5.33K – 379
2022
Q4 		$5.33K Buy
+75
New +$5.04K ﹤0.01% 1006

Other funds holding BKH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Accurate Wealth Management's BKH Position: Q1 2023 in Review

Accurate Wealth Management sold out of Black Hills Corp (BKH) in Q1 2023, closing a stake of 75 shares — an estimated $5.33K sold.

Accurate Wealth Management first reported a position in BKH in Q4 2022 and held it in 1 quarter. The position peaked at $5.33K in Q4 2022. 330 funds tracked by Wall St. Rank hold BKH as of Q1 2023.

  • Accurate Wealth Management reported no remaining Black Hills Corp position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 75 Black Hills Corp shares in Q1 2023, an estimated $5.33K.
  • Accurate Wealth Management first reported a position in Black Hills Corp in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Black Hills Corp position peaked at $5.33K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held Black Hills Corp as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.