Focused Wealth Management’s Buckle BKE Stock Holding History

Focused Wealth Management’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
2021 Q4	–	Sell	-1,520	Closed	-$60K	–	988
2021 Q3	$60K	Buy	+1,520	New	+$64.9K	0.01%	361

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CGM

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

PCM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's BKE Position: Q4 2021 in Review

Focused Wealth Management sold out of Buckle (BKE) in Q4 2021, closing a stake of 1,520 shares — an estimated $60K sold.

Focused Wealth Management first reported a position in BKE in Q3 2021 and held it in 1 quarter. The position peaked at $60K in Q3 2021. 254 funds tracked by Wall St. Rank hold BKE as of Q4 2021.

Focused Wealth Management reported no remaining Buckle position as of Q4 2021 after selling out during the quarter.
Focused Wealth Management sold 1,520 Buckle shares in Q4 2021, an estimated $60K.
Focused Wealth Management first reported a position in Buckle in Q3 2021 and held it in 1 quarter.
Focused Wealth Management's Buckle position peaked at $60K in Q3 2021.
254 funds tracked by Wall St. Rank held Buckle as of Q4 2021.

Based on Focused Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.