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Sigma Planning Corp’s Black Hills Corp BKH Stock Holding History

Sigma Planning Corp’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
-5,571
Closed -$341K – 1174
2024
Q3 		$341K Sell
5,571
-991
-15% -$57.8K 0.01% 908
2024
Q2 		$357K Buy
6,562
+662
+11% +$36.1K 0.01% 853
2024
Q1 		$322K Buy
+5,900
New +$309K 0.01% 926
2023
Q4 		– Sell
-6,744
Closed -$341K – 876
2023
Q3 		$341K Buy
+6,744
New +$383K 0.01% 868

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
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

Sigma Planning Corp's BKH Position: Q4 2024 in Review

Sigma Planning Corp sold out of Black Hills Corp (BKH) in Q4 2024, closing a stake of 5,571 shares — an estimated $341K sold.

Sigma Planning Corp first reported a position in BKH in Q3 2023 and held it in 4 quarters. The position peaked at $357K in Q2 2024. 398 funds tracked by Wall St. Rank hold BKH as of Q4 2024.

  • Sigma Planning Corp reported no remaining Black Hills Corp position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 5,571 Black Hills Corp shares in Q4 2024, an estimated $341K.
  • Sigma Planning Corp first reported a position in Black Hills Corp in Q3 2023 and held it in 4 quarters.
  • Sigma Planning Corp's Black Hills Corp position peaked at $357K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.