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SYSTM Wealth Solutions’s Black Hills Corp BKH Stock Holding History

SYSTM Wealth Solutions’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
-6,052
Closed -$306K – 1011
2023
Q3 		$306K Sell
6,052
-3,193
-35% -$181K 0.05% 359
2023
Q2 		$557K Sell
9,245
-470
-5% -$29.8K 0.08% 298
2023
Q1 		$613K Sell
9,715
-3,722
-28% -$245K 0.09% 266
2022
Q4 		$945K Buy
+13,437
New +$903K 0.12% 223

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SYSTM Wealth Solutions's BKH Position: Q4 2023 in Review

SYSTM Wealth Solutions sold out of Black Hills Corp (BKH) in Q4 2023, closing a stake of 6,052 shares — an estimated $306K sold.

SYSTM Wealth Solutions first reported a position in BKH in Q4 2022 and held it in 4 quarters. The position peaked at $945K in Q4 2022. 365 funds tracked by Wall St. Rank hold BKH as of Q4 2023.

  • SYSTM Wealth Solutions reported no remaining Black Hills Corp position as of Q4 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 6,052 Black Hills Corp shares in Q4 2023, an estimated $306K.
  • SYSTM Wealth Solutions first reported a position in Black Hills Corp in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Black Hills Corp position peaked at $945K in Q4 2022.
  • 365 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.