Valeo Financial Advisors’s Black Hills Corp BKH Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-70	Closed	-$5K	–	670
2021 Q1	$5K	Buy	70 +45	+180%	+$2.8K	﹤0.01%	1540
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	1501
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	1468
2020 Q2	$1K	Buy	+25	New	+$1.51K	﹤0.01%	1848
2019 Q3	–	Sell	-2,517	Closed	-$197K	–	1556
2019 Q2	$197K	Buy	2,517 +2,500	+14,706%	+$188K	0.02%	289
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	1429
2018 Q4	$1K	Hold	17	–	–	﹤0.01%	1362
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	1587
2018 Q2	$1K	Buy	+17	New	+$965	﹤0.01%	1427

Other funds holding BKH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Valeo Financial Advisors's BKH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Black Hills Corp (BKH) in Q2 2021, closing a stake of 70 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in BKH in Q2 2018 and held it in 9 quarters. The position peaked at $197K in Q2 2019. 283 funds tracked by Wall St. Rank hold BKH as of Q2 2021.

Valeo Financial Advisors reported no remaining Black Hills Corp position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 70 Black Hills Corp shares in Q2 2021, an estimated $5K.
Valeo Financial Advisors first reported a position in Black Hills Corp in Q2 2018 and held it in 9 quarters.
Valeo Financial Advisors's Black Hills Corp position peaked at $197K in Q2 2019.
283 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.