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Hennion & Walsh Asset Management’s Buckle BKE Stock Holding History

Hennion & Walsh Asset 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
2024
Q4 		– Sell
-10,546
Closed -$464K – 860
2024
Q3 		$464K Sell
10,546
-298
-3% -$12.2K 0.02% 640
2024
Q2 		$401K Buy
10,844
+69
+0.6% +$2.58K 0.02% 657
2024
Q1 		$434K Sell
10,775
-8,819
-45% -$347K 0.02% 603
2023
Q4 		$931K Sell
19,594
-5,310
-21% -$201K 0.05% 420
2023
Q3 		$832K Sell
24,904
-10,016
-29% -$352K 0.05% 405
2023
Q2 		$1.21M Sell
34,920
-1,683
-5% -$56.4K 0.07% 343
2023
Q1 		$1.31M Buy
36,603
+4,800
+15% +$197K 0.08% 305
2022
Q4 		$1.44M Buy
31,803
+5,420
+21% +$219K 0.09% 264
2022
Q3 		$835K Buy
26,383
+491
+2% +$15.4K 0.05% 369
2022
Q2 		$717K Buy
25,892
+6,037
+30% +$189K 0.04% 405
2022
Q1 		$656K Buy
19,855
+3,747
+23% +$139K 0.03% 451
2021
Q4 		$682K Buy
16,108
+6,687
+71% +$303K 0.03% 461
2021
Q3 		$373K Buy
+9,421
New +$402K 0.02% 583

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hennion & Walsh Asset Management's BKE Position: Q4 2024 in Review

Hennion & Walsh Asset Management sold out of Buckle (BKE) in Q4 2024, closing a stake of 10,546 shares — an estimated $464K sold.

Hennion & Walsh Asset Management first reported a position in BKE in Q3 2021 and held it in 13 quarters. The position peaked at $1.44M in Q4 2022. 261 funds tracked by Wall St. Rank hold BKE as of Q4 2024.

  • Hennion & Walsh Asset Management reported no remaining Buckle position as of Q4 2024 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 10,546 Buckle shares in Q4 2024, an estimated $464K.
  • Hennion & Walsh Asset Management first reported a position in Buckle in Q3 2021 and held it in 13 quarters.
  • Hennion & Walsh Asset Management's Buckle position peaked at $1.44M in Q4 2022.
  • 261 funds tracked by Wall St. Rank held Buckle as of Q4 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.