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CM Wealth Advisors’s Black Hills Corp BKH Stock Holding History

CM Wealth 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
Q2 		– Sell
-5,804
Closed -$371K – 192
2023
Q1 		$371K Buy
+5,804
New +$382K 0.07% 294

Other funds holding BKH

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State Street
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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

CM Wealth Advisors's BKH Position: Q2 2023 in Review

CM Wealth Advisors sold out of Black Hills Corp (BKH) in Q2 2023, closing a stake of 5,804 shares — an estimated $371K sold.

CM Wealth Advisors first reported a position in BKH in Q1 2023 and held it in 1 quarter. The position peaked at $371K in Q1 2023. 332 funds tracked by Wall St. Rank hold BKH as of Q2 2023.

  • CM Wealth Advisors reported no remaining Black Hills Corp position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 5,804 Black Hills Corp shares in Q2 2023, an estimated $371K.
  • CM Wealth Advisors first reported a position in Black Hills Corp in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Black Hills Corp position peaked at $371K in Q1 2023.
  • 332 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.