SWG
BKI

Summit Wealth Group’s Black Knight, Inc. Common Stock BKI Stock Holding History

Summit Wealth Group’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
Q2 		– Sell
-16,232
Closed – – 269
2023
Q1 		$0 Buy
+16,232
New +$971K ﹤0.01% 269
2021
Q3 		– Sell
-282
Closed -$22K – 229
2021
Q2 		$22K Hold
282
– – 0.03% 72
2021
Q1 		$21K Buy
+282
New +$22.7K 0.03% 68

Other funds holding BKI

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Wealth Group's BKI Position: Q2 2023 in Review

Summit Wealth Group sold out of Black Knight, Inc. Common Stock (BKI) in Q2 2023, closing a stake of 16,232 shares.

Summit Wealth Group first reported a position in BKI in Q1 2021 and held it in 3 quarters. The position peaked at $22K in Q2 2021. 411 funds tracked by Wall St. Rank hold BKI as of Q2 2023.

  • Summit Wealth Group reported no remaining Black Knight, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 16,232 Black Knight, Inc. Common Stock shares in Q2 2023.
  • Summit Wealth Group first reported a position in Black Knight, Inc. Common Stock in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Black Knight, Inc. Common Stock position peaked at $22K in Q2 2021.
  • 411 funds tracked by Wall St. Rank held Black Knight, Inc. Common Stock as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.