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Halpern Financial’s Black Hills Corp BKH Stock Holding History

Halpern Financial’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
2022
Q3 		– Sell
-20
Closed -$1.46K – 229
2022
Q2 		$1.46K Buy
+20
New +$1.5K ﹤0.01% 269

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Halpern Financial's BKH Position: Q3 2022 in Review

Halpern Financial sold out of Black Hills Corp (BKH) in Q3 2022, closing a stake of 20 shares — an estimated $1.46K sold.

Halpern Financial first reported a position in BKH in Q2 2022 and held it in 1 quarter. The position peaked at $1.46K in Q2 2022. 329 funds tracked by Wall St. Rank hold BKH as of Q3 2022.

  • Halpern Financial reported no remaining Black Hills Corp position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 20 Black Hills Corp shares in Q3 2022, an estimated $1.46K.
  • Halpern Financial first reported a position in Black Hills Corp in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's Black Hills Corp position peaked at $1.46K in Q2 2022.
  • 329 funds tracked by Wall St. Rank held Black Hills Corp as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.