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SOA Wealth Advisors’s Black Hills Corp BKH Stock Holding History

SOA Wealth 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
2022
Q4 		– Sell
-58
Closed -$3K – 979
2022
Q3 		$3K Buy
+58
New +$4.35K ﹤0.01% 650

Other funds holding BKH

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SOA Wealth Advisors's BKH Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Black Hills Corp (BKH) in Q4 2022, closing a stake of 58 shares — an estimated $3K sold.

SOA Wealth Advisors first reported a position in BKH in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 323 funds tracked by Wall St. Rank hold BKH as of Q4 2022.

  • SOA Wealth Advisors reported no remaining Black Hills Corp position as of Q4 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 58 Black Hills Corp shares in Q4 2022, an estimated $3K.
  • SOA Wealth Advisors first reported a position in Black Hills Corp in Q3 2022 and held it in 1 quarter.
  • SOA Wealth Advisors's Black Hills Corp position peaked at $3K in Q3 2022.
  • 323 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.