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

AllSquare 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
2022 Q4	–	Sell	-200	Closed	-$14K	–	536
2022 Q3	$14K	Hold	200	–	–	0.01%	313
2022 Q2	$15K	Hold	200	–	–	0.01%	316
2022 Q1	$15K	Hold	200	–	–	0.01%	339
2021 Q4	$14K	Hold	200	–	–	0.01%	354
2021 Q3	$13K	Buy	+200	New	+$13.6K	0.01%	344

Other funds holding BKH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllSquare Wealth Management's BKH Position: Q4 2022 in Review

AllSquare Wealth Management sold out of Black Hills Corp (BKH) in Q4 2022, closing a stake of 200 shares — an estimated $14K sold.

AllSquare Wealth Management first reported a position in BKH in Q3 2021 and held it in 5 quarters. The position peaked at $15K in Q2 2022. 323 funds tracked by Wall St. Rank hold BKH as of Q4 2022.

AllSquare Wealth Management reported no remaining Black Hills Corp position as of Q4 2022 after selling out during the quarter.
AllSquare Wealth Management sold 200 Black Hills Corp shares in Q4 2022, an estimated $14K.
AllSquare Wealth Management first reported a position in Black Hills Corp in Q3 2021 and held it in 5 quarters.
AllSquare Wealth Management's Black Hills Corp position peaked at $15K in Q2 2022.
323 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2022.

Based on AllSquare Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.