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Buck Wealth Strategies’s Timken Company TKR Stock Holding History

Buck Wealth Strategies’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,525
Closed -$2.14M – 108
2024
Q1 		$2.14M Buy
+24,525
New +$2.02M 0.74% 33
2023
Q4 		– Sell
-1,167
Closed -$85.8K – 309
2023
Q3 		$85.8K Buy
+1,167
New +$94.7K 0.03% 84

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Buck Wealth Strategies's TKR Position: Q2 2024 in Review

Buck Wealth Strategies sold out of Timken Company (TKR) in Q2 2024, closing a stake of 24,525 shares — an estimated $2.14M sold.

Buck Wealth Strategies first reported a position in TKR in Q3 2023 and held it in 2 quarters. The position peaked at $2.14M in Q1 2024. 451 funds tracked by Wall St. Rank hold TKR as of Q2 2024.

  • Buck Wealth Strategies reported no remaining Timken Company position as of Q2 2024 after selling out during the quarter.
  • Buck Wealth Strategies sold 24,525 Timken Company shares in Q2 2024, an estimated $2.14M.
  • Buck Wealth Strategies first reported a position in Timken Company in Q3 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's Timken Company position peaked at $2.14M in Q1 2024.
  • 451 funds tracked by Wall St. Rank held Timken Company as of Q2 2024.

Based on Buck Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.