Beacon Pointe Advisors’s Black Hills Corp BKH Stock Holding History

Beacon Pointe Advisors’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	-3,144	Closed	-$221K	–	1150
2022 Q4	$221K	Sell	3,144 -10,208	-76%	-$686K	﹤0.01%	962
2022 Q3	$905K	Buy	13,352 +144	+1%	+$10.8K	0.02%	486
2022 Q2	$960K	Buy	13,208 +101	+0.8%	+$7.58K	0.02%	473
2022 Q1	$1.01M	Buy	+13,107	New	+$911K	0.01%	619
2021 Q4	–	Sell	-11,447	Closed	-$718K	–	934
2021 Q3	$718K	Buy	+11,447	New	+$780K	0.02%	461

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Beacon Pointe Advisors's BKH Position: Q1 2023 in Review

Beacon Pointe Advisors sold out of Black Hills Corp (BKH) in Q1 2023, closing a stake of 3,144 shares — an estimated $221K sold.

Beacon Pointe Advisors first reported a position in BKH in Q3 2021 and held it in 5 quarters. The position peaked at $1.01M in Q1 2022. 330 funds tracked by Wall St. Rank hold BKH as of Q1 2023.

Beacon Pointe Advisors reported no remaining Black Hills Corp position as of Q1 2023 after selling out during the quarter.
Beacon Pointe Advisors sold 3,144 Black Hills Corp shares in Q1 2023, an estimated $221K.
Beacon Pointe Advisors first reported a position in Black Hills Corp in Q3 2021 and held it in 5 quarters.
Beacon Pointe Advisors's Black Hills Corp position peaked at $1.01M in Q1 2022.
330 funds tracked by Wall St. Rank held Black Hills Corp as of Q1 2023.

Based on Beacon Pointe Advisors's 13F filing for Q1 2023, filed 12 May 2023.