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First Trust Direct Indexing’s Black Hills Corp BKH Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-3,289
Closed -$201K – 109
2024
Q3 		$201K Buy
+3,289
New +$192K 0.01% 924

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Vanguard Group
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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
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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 Trust Direct Indexing's BKH Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Black Hills Corp (BKH) in Q4 2024, closing a stake of 3,289 shares — an estimated $201K sold.

First Trust Direct Indexing first reported a position in BKH in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 398 funds tracked by Wall St. Rank hold BKH as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Black Hills Corp position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,289 Black Hills Corp shares in Q4 2024, an estimated $201K.
  • First Trust Direct Indexing first reported a position in Black Hills Corp in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's Black Hills Corp position peaked at $201K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.