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First Personal Financial Services’s Black Hills Corp BKH Stock Holding History

First Personal Financial Services’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
Q3 		$2.45M Buy
40,130
+5,310
+15% +$310K 0.52% 55
2024
Q2 		$1.89M Buy
34,820
+11,249
+48% +$613K 0.43% 58
2024
Q1 		$1.29M Buy
23,571
+20,336
+629% +$1.07M 0.3% 64
2023
Q4 		$175K Buy
+3,235
New +$166K 0.04% 121

Other funds holding BKH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

First Personal Financial Services's BKH Position: Q3 2024 in Review

First Personal Financial Services increased its Black Hills Corp (BKH) stake by 15% in Q3 2024, buying an estimated $310K and bringing the position to 40,130 shares worth $2.45M. The position accounts for 0.52% of the portfolio, ranked #55.

First Personal Financial Services first reported a position in BKH in Q4 2023 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold BKH as of Q3 2024.

  • First Personal Financial Services held 40,130 shares of Black Hills Corp worth $2.45M as of Q3 2024.
  • First Personal Financial Services bought 5,310 Black Hills Corp shares in Q3 2024, an estimated $310K.
  • Black Hills Corp made up 0.52% of First Personal Financial Services's portfolio in Q3 2024, its #55 holding.
  • First Personal Financial Services first reported a position in Black Hills Corp in Q4 2023 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held Black Hills Corp as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.