Financial Gravity Asset Management’s Black Hills Corp BKH Stock Holding History

Financial Gravity 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
2024 Q2	–	Sell	-4	Closed	-$209	–	1554
2024 Q1	$209	Buy	+4	New	+$209	﹤0.01%	1613
2023 Q3	–	Sell	-60	Closed	-$419	–	1293
2023 Q2	$419	Buy	+60	New	+$3.81K	﹤0.01%	1031
2023 Q1	–	Sell	-70	Closed	-$509	–	1187
2022 Q4	$509	Buy	+70	New	+$4.71K	﹤0.01%	801
2020 Q2	–	Sell	-19	Closed	-$1.21K	–	111
2020 Q1	$1.21K	Buy	19 +7	+58%	+$529	﹤0.01%	452
2019 Q4	$79K	Hold	12	–	–	0.05%	426
2019 Q3	$1K	Sell	12 -8	-40%	-$623	﹤0.01%	982
2019 Q2	$2K	Sell	20 -20	-50%	-$1.51K	﹤0.01%	869
2019 Q1	$3K	Buy	+40	New	+$2.75K	﹤0.01%	813
2018 Q3	$8K	Buy	126 +3	+2%	+$180	0.01%	615
2018 Q2	$7K	Buy	123 +24	+24%	+$1.36K	0.01%	639
2018 Q1	$6K	Buy	+99	New	+$5.3K	0.01%	660

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Financial Gravity Asset Management's BKH Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Black Hills Corp (BKH) in Q2 2024, closing a stake of 4 shares — an estimated $209 sold.

Financial Gravity Asset Management first reported a position in BKH in Q1 2018 and held it in 11 quarters. The position peaked at $79K in Q4 2019. 374 funds tracked by Wall St. Rank hold BKH as of Q2 2024.

Financial Gravity Asset Management reported no remaining Black Hills Corp position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 4 Black Hills Corp shares in Q2 2024, an estimated $209.
Financial Gravity Asset Management first reported a position in Black Hills Corp in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Black Hills Corp position peaked at $79K in Q4 2019.
374 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.