Heritage Wealth Advisors’s Black Knight, Inc. Common Stock BKI Stock Holding History

Heritage Wealth Advisors’s Portfolio BKI Stock Details BKI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-174	Closed	-$10.7K	–	601
2022 Q4	$10.7K	Hold	174	–	–	﹤0.01%	448
2022 Q3	$11.3K	Sell	174 -174	-50%	-$11.5K	﹤0.01%	416
2022 Q2	$23K	Hold	348	–	–	﹤0.01%	413
2022 Q1	$20K	Hold	348	–	–	﹤0.01%	399
2021 Q4	$29K	Hold	348	–	–	﹤0.01%	374
2021 Q3	$25.1K	Hold	348	–	–	﹤0.01%	385
2021 Q2	$27.1K	Hold	348	–	–	﹤0.01%	389
2021 Q1	$25.7K	Hold	348	–	–	﹤0.01%	401
2020 Q4	$31K	Hold	348	–	–	﹤0.01%	369
2020 Q3	$30.3K	Hold	348	–	–	﹤0.01%	314
2020 Q2	$25.3K	Hold	348	–	–	﹤0.01%	310
2020 Q1	$20.2K	Sell	348 -1	-0.3%	-$65	﹤0.01%	324
2019 Q4	$22.5K	Buy	+349	New	+$21.6K	﹤0.01%	373

Other funds holding BKI

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Advisors's BKI Position: Q1 2023 in Review

Heritage Wealth Advisors sold out of Black Knight, Inc. Common Stock (BKI) in Q1 2023, closing a stake of 174 shares — an estimated $10.7K sold.

Heritage Wealth Advisors first reported a position in BKI in Q4 2019 and held it in 13 quarters. The position peaked at $31K in Q4 2020. 441 funds tracked by Wall St. Rank hold BKI as of Q1 2023.

Heritage Wealth Advisors reported no remaining Black Knight, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 174 Black Knight, Inc. Common Stock shares in Q1 2023, an estimated $10.7K.
Heritage Wealth Advisors first reported a position in Black Knight, Inc. Common Stock in Q4 2019 and held it in 13 quarters.
Heritage Wealth Advisors's Black Knight, Inc. Common Stock position peaked at $31K in Q4 2020.
441 funds tracked by Wall St. Rank held Black Knight, Inc. Common Stock as of Q1 2023.

Based on Heritage Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.