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Loring Wolcott & Coolidge Fiduciary Advisors’s Black Hills Corp BKH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2023
Q4 		– Sell
-400
Closed -$20K – 559
2023
Q3 		$20K Hold
400
– – ﹤0.01% 484
2023
Q2 		$24.1K Buy
+400
New +$25.4K ﹤0.01% 487

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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BKH Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Black Hills Corp (BKH) in Q4 2023, closing a stake of 400 shares — an estimated $20K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BKH in Q2 2023 and held it in 2 quarters. The position peaked at $24.1K in Q2 2023. 365 funds tracked by Wall St. Rank hold BKH as of Q4 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Black Hills Corp position as of Q4 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 400 Black Hills Corp shares in Q4 2023, an estimated $20K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Black Hills Corp in Q2 2023 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Black Hills Corp position peaked at $24.1K in Q2 2023.
  • 365 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.