Concord Wealth Partners’s Black Hills Corp BKH Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-59	Closed	-$2.98K	–	836
2023 Q3	$2.98K	Hold	59	–	–	﹤0.01%	805
2023 Q2	$3.56K	Buy	+59	New	+$3.74K	﹤0.01%	772
2023 Q1	–	Sell	-59	Closed	-$4.15K	–	1015
2022 Q4	$4.15K	Buy	+59	New	+$3.97K	﹤0.01%	806
2022 Q3	–	Sell	-59	Closed	-$4K	–	265
2022 Q2	$4K	Buy	+59	New	+$4.43K	﹤0.01%	852

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Concord Wealth Partners's BKH Position: Q4 2023 in Review

Concord Wealth Partners sold out of Black Hills Corp (BKH) in Q4 2023, closing a stake of 59 shares — an estimated $2.98K sold.

Concord Wealth Partners first reported a position in BKH in Q2 2022 and held it in 4 quarters. The position peaked at $4.15K in Q4 2022. 365 funds tracked by Wall St. Rank hold BKH as of Q4 2023.

Concord Wealth Partners reported no remaining Black Hills Corp position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 59 Black Hills Corp shares in Q4 2023, an estimated $2.98K.
Concord Wealth Partners first reported a position in Black Hills Corp in Q2 2022 and held it in 4 quarters.
Concord Wealth Partners's Black Hills Corp position peaked at $4.15K in Q4 2022.
365 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.