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Carolina Wealth Advisors’s Buckle BKE Stock Holding History

Carolina Wealth Advisors’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-368
Closed -$17.5K – 227
2023
Q4 		$17.5K Hold
368
– – 0.01% 144
2023
Q3 		$12.3K Sell
368
-112,349
-100% -$3.94M 0.01% 163
2023
Q2 		$3.9M Sell
112,717
-43,968
-28% -$1.47M 2.35% 19
2023
Q1 		$5.59M Buy
156,685
+1,460
+0.9% +$59.8K 3.27% 9
2022
Q4 		$7.04M Sell
155,225
-1,111
-0.7% -$44.9K 4.43% 3
2022
Q3 		$4.95M Buy
156,336
+1,918
+1% +$60.2K 3.89% 6
2022
Q2 		$4.28M Buy
154,418
+133,789
+649% +$4.19M 2.83% 11
2022
Q1 		$682K Buy
+20,629
New +$764K 0.43% 30

Other funds holding BKE

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolina Wealth Advisors's BKE Position: Q1 2024 in Review

Carolina Wealth Advisors sold out of Buckle (BKE) in Q1 2024, closing a stake of 368 shares — an estimated $17.5K sold.

Carolina Wealth Advisors first reported a position in BKE in Q1 2022 and held it in 8 quarters. The position peaked at $7.04M in Q4 2022. 239 funds tracked by Wall St. Rank hold BKE as of Q1 2024.

  • Carolina Wealth Advisors reported no remaining Buckle position as of Q1 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 368 Buckle shares in Q1 2024, an estimated $17.5K.
  • Carolina Wealth Advisors first reported a position in Buckle in Q1 2022 and held it in 8 quarters.
  • Carolina Wealth Advisors's Buckle position peaked at $7.04M in Q4 2022.
  • 239 funds tracked by Wall St. Rank held Buckle as of Q1 2024.

Based on Carolina Wealth Advisors's 13F filing for Q1 2024, filed 5 Apr 2024.