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

Sutton 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
2023
Q1 		– Sell
-10
Closed -$703 – 900
2022
Q4 		$703 Buy
10
+3
+43% +$202 ﹤0.01% 1422
2022
Q3 		$474 Hold
7
– – ﹤0.01% 1476
2022
Q2 		$509 Hold
7
– – ﹤0.01% 1448
2022
Q1 		$539 Hold
7
– – ﹤0.01% 1473
2021
Q4 		$494 Buy
+7
New +$464 ﹤0.01% 1527

Other funds holding BKH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sutton Wealth Advisors's BKH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Black Hills Corp (BKH) in Q1 2023, closing a stake of 10 shares — an estimated $703 sold.

Sutton Wealth Advisors first reported a position in BKH in Q4 2021 and held it in 5 quarters. The position peaked at $703 in Q4 2022. 330 funds tracked by Wall St. Rank hold BKH as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Black Hills Corp position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 10 Black Hills Corp shares in Q1 2023, an estimated $703.
  • Sutton Wealth Advisors first reported a position in Black Hills Corp in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Black Hills Corp position peaked at $703 in Q4 2022.
  • 330 funds tracked by Wall St. Rank held Black Hills Corp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.