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Buckingham Strategic Wealth’s Escalade ESCA Stock Holding History

Buckingham Strategic Wealth’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$153K Hold
11,094
– – ﹤0.01% 723
2024
Q1 		$153K Hold
11,094
– – ﹤0.01% 721
2023
Q4 		$223K Hold
11,094
– – ﹤0.01% 655
2023
Q3 		$170K Buy
11,094
+218
+2% +$3.17K ﹤0.01% 642
2023
Q2 		$145K Buy
+10,876
New +$148K ﹤0.01% 651

Other funds holding ESCA

TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Buckingham Strategic Wealth's ESCA Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Escalade (ESCA) position steady in Q2 2024 at 11,094 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Buckingham Strategic Wealth first reported a position in ESCA in Q2 2023 and has held it in 5 quarters since. The position peaked at $223K in Q4 2023. 60 funds tracked by Wall St. Rank hold ESCA as of Q2 2024.

  • Buckingham Strategic Wealth held 11,094 shares of Escalade worth $153K as of Q2 2024.
  • Buckingham Strategic Wealth left its Escalade share count unchanged in Q2 2024.
  • Escalade made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #723 holding.
  • Buckingham Strategic Wealth first reported a position in Escalade in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's Escalade position peaked at $223K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Escalade as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.