Prestige Wealth Management Group’s Black Hills Corp BKH Stock Holding History

Prestige Wealth Management Group’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	-19	Closed	-$962	–	1031
2023 Q3	$962	Hold	19	–	–	﹤0.01%	889
2023 Q2	$1.15K	Hold	19	–	–	﹤0.01%	891
2023 Q1	$1.2K	Hold	19	–	–	﹤0.01%	864
2022 Q4	$1.34K	Hold	19	–	–	﹤0.01%	917
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	812
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	825
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	846
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	871
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	864
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	859
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	853
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	822
2020 Q3	$1K	Hold	19	–	–	﹤0.01%	741
2020 Q2	$1K	Hold	19	–	–	﹤0.01%	740
2020 Q1	$1K	Buy	+19	New	+$1.44K	﹤0.01%	717
2019 Q1	–	Sell	-19	Closed	-$1K	–	570
2018 Q4	$1K	Buy	+19	New	+$1.19K	﹤0.01%	958

Other funds holding BKH

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Prestige Wealth Management Group's BKH Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of Black Hills Corp (BKH) in Q4 2023, closing a stake of 19 shares — an estimated $962 sold.

Prestige Wealth Management Group first reported a position in BKH in Q4 2018 and held it in 16 quarters. The position peaked at $1.34K in Q4 2022. 365 funds tracked by Wall St. Rank hold BKH as of Q4 2023.

Prestige Wealth Management Group reported no remaining Black Hills Corp position as of Q4 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 19 Black Hills Corp shares in Q4 2023, an estimated $962.
Prestige Wealth Management Group first reported a position in Black Hills Corp in Q4 2018 and held it in 16 quarters.
Prestige Wealth Management Group's Black Hills Corp position peaked at $1.34K in Q4 2022.
365 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.