Briggs Advisory Group’s Black Hills Corp BKH Stock Holding History

Briggs Advisory Group’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 Q3	$286K	Hold	5,660	–	–	0.16%	54
2023 Q2	$341K	Hold	5,660	–	–	0.19%	49
2023 Q1	$357K	Hold	5,660	–	–	0.21%	47
2022 Q4	$398K	Sell	5,660 -1,205	-18%	-$81K	0.25%	42
2022 Q3	$465K	Hold	6,865	–	–	0.35%	36
2022 Q2	$500K	Hold	6,865	–	–	0.37%	38
2022 Q1	$529K	Hold	6,865	–	–	0.35%	36
2021 Q4	$484K	Buy	+6,865	New	+$455K	0.33%	37

Other funds holding BKH

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

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

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

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

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

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

Briggs Advisory Group's BKH Position: Q3 2023 in Review

Briggs Advisory Group held its Black Hills Corp (BKH) position steady in Q3 2023 at 5,660 shares worth $286K. The position accounts for 0.16% of the portfolio, ranked #54.

Briggs Advisory Group first reported a position in BKH in Q4 2021 and has held it in 8 quarters since. The position peaked at $529K in Q1 2022. 343 funds tracked by Wall St. Rank hold BKH as of Q3 2023.

Briggs Advisory Group held 5,660 shares of Black Hills Corp worth $286K as of Q3 2023.
Briggs Advisory Group left its Black Hills Corp share count unchanged in Q3 2023.
Black Hills Corp made up 0.16% of Briggs Advisory Group's portfolio in Q3 2023, its #54 holding.
Briggs Advisory Group first reported a position in Black Hills Corp in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's Black Hills Corp position peaked at $529K in Q1 2022.
343 funds tracked by Wall St. Rank held Black Hills Corp as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.