Ellevest Inc’s Buckle BKE Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-21	Closed	-$749	–	521
2023 Q1	$749	Hold	21	–	–	﹤0.01%	1619
2022 Q4	$952	Buy	21 +3	+17%	+$121	﹤0.01%	1532
2022 Q3	$1K	Buy	+18	New	+$565	﹤0.01%	1425

Other funds holding BKE

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ellevest Inc's BKE Position: Q2 2023 in Review

Ellevest Inc sold out of Buckle (BKE) in Q2 2023, closing a stake of 21 shares — an estimated $749 sold.

Ellevest Inc first reported a position in BKE in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 227 funds tracked by Wall St. Rank hold BKE as of Q2 2023.

Ellevest Inc reported no remaining Buckle position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 21 Buckle shares in Q2 2023, an estimated $749.
Ellevest Inc first reported a position in Buckle in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Buckle position peaked at $1K in Q3 2022.
227 funds tracked by Wall St. Rank held Buckle as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.