Glassman Wealth Services’s Buckle BKE Stock Holding History

Glassman Wealth Services’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	-42	Closed	-$2K	–	410
2023 Q4	$2K	Sell	42 -62	-60%	-$2.35K	﹤0.01%	1346
2023 Q3	$3.47K	Buy	104 +62	+148%	+$2.18K	﹤0.01%	1176
2023 Q2	$1.45K	Hold	42	–	–	﹤0.01%	1343
2023 Q1	$1.5K	Hold	42	–	–	﹤0.01%	1325
2022 Q4	$1.91K	Hold	42	–	–	﹤0.01%	1269
2022 Q3	$1K	Hold	42	–	–	﹤0.01%	1339
2022 Q2	$1K	Buy	+42	New	+$1.32K	﹤0.01%	1356
2019 Q2	–	Sell	-13	Closed	–	–	1089
2019 Q1	$0	Buy	+13	New	+$238	﹤0.01%	1038
2018 Q4	–	Sell	-9	Closed	–	–	793
2018 Q3	$0	Hold	9	–	–	﹤0.01%	821
2018 Q2	$0	Buy	+9	New	+$223	﹤0.01%	809
2015 Q4	–	Sell	-200	Closed	-$7K	–	419
2015 Q3	$7K	Hold	200	–	–	0.01%	330
2015 Q2	$9K	Hold	200	–	–	0.01%	334
2015 Q1	$10K	Hold	200	–	–	0.01%	325
2014 Q4	$11K	Buy	+200	New	+$9.83K	0.01%	344

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Glassman Wealth Services's BKE Position: Q1 2024 in Review

Glassman Wealth Services sold out of Buckle (BKE) in Q1 2024, closing a stake of 42 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in BKE in Q4 2014 and held it in 14 quarters. The position peaked at $11K in Q4 2014. 239 funds tracked by Wall St. Rank hold BKE as of Q1 2024.

Glassman Wealth Services reported no remaining Buckle position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 42 Buckle shares in Q1 2024, an estimated $2K.
Glassman Wealth Services first reported a position in Buckle in Q4 2014 and held it in 14 quarters.
Glassman Wealth Services's Buckle position peaked at $11K in Q4 2014.
239 funds tracked by Wall St. Rank held Buckle as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.