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Belpointe Asset Management’s Black Hills Corp BKH Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-652
Closed -$41.1K – 895
2023
Q1 		$41.1K Buy
652
+246
+61% +$16.2K ﹤0.01% 1821
2022
Q4 		$28.6K Buy
+406
New +$27.3K ﹤0.01% 1939

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Belpointe Asset Management's BKH Position: Q2 2023 in Review

Belpointe Asset Management sold out of Black Hills Corp (BKH) in Q2 2023, closing a stake of 652 shares — an estimated $41.1K sold.

Belpointe Asset Management first reported a position in BKH in Q4 2022 and held it in 2 quarters. The position peaked at $41.1K in Q1 2023. 332 funds tracked by Wall St. Rank hold BKH as of Q2 2023.

  • Belpointe Asset Management reported no remaining Black Hills Corp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 652 Black Hills Corp shares in Q2 2023, an estimated $41.1K.
  • Belpointe Asset Management first reported a position in Black Hills Corp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Black Hills Corp position peaked at $41.1K in Q1 2023.
  • 332 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.