BWM
JWN

Buckley Wealth Management’s Nordstrom JWN Stock Holding History

Buckley Wealth Management’s Portfolio JWN Stock Details JWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-52,538
Closed -$1.64M – 129
2020
Q4 		$1.64M Buy
52,538
+11,330
+27% +$237K 0.67% 26
2020
Q3 		$491K Buy
41,208
+22,610
+122% +$339K 0.22% 74
2020
Q2 		$288K Sell
18,598
-75
-0.4% -$1.32K 0.13% 106
2020
Q1 		$286K Sell
18,673
-1,632
-8% -$54.4K 0.16% 97
2019
Q4 		$831K Sell
20,305
-2,055
-9% -$76K 0.38% 43
2019
Q3 		$753K Buy
22,360
+7,640
+52% +$233K 0.37% 50
2019
Q2 		$469K Buy
14,720
+1,355
+10% +$51K 0.22% 87
2019
Q1 		$593K Sell
13,365
-115
-0.9% -$5.25K 0.28% 75
2018
Q4 		$628K Sell
13,480
-70
-0.5% -$3.95K 0.32% 57
2018
Q3 		$810K Sell
13,550
-145
-1% -$8.3K 0.35% 55
2018
Q2 		$709K Buy
13,695
+95
+0.7% +$4.71K 0.34% 61
2018
Q1 		$658K Buy
13,600
+405
+3% +$20.1K 0.33% 70
2017
Q4 		$625K Buy
+13,195
New +$568K 0.31% 78

Other funds holding JWN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return