Heritage Wealth Management (Arizona)’s Buckle BKE Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$1.86M	Buy	41,080 +20,540	+100%	+$829K	0.27%	62
2022 Q3	$650K	Sell	20,540 -10,000	-33%	-$314K	0.21%	82
2022 Q2	$846K	Hold	30,540	–	–	0.28%	66
2022 Q1	$1.01M	Buy	+30,540	New	+$1.13M	0.27%	68
2021 Q3	$2.79M	Hold	70,440	–	–	0.99%	17
2021 Q2	$3.5M	Buy	70,440 +3,200	+5%	+$136K	1.33%	14
2021 Q1	$2.64M	Buy	+67,240	New	+$2.53M	1.49%	12

Other funds holding BKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BKE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Buckle (BKE) stake by 100% in Q4 2022, buying an estimated $829K and bringing the position to 41,080 shares worth $1.86M. The position accounts for 0.27% of the portfolio, ranked #62.

Heritage Wealth Management (Arizona) first reported a position in BKE in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.5M in Q2 2021. 248 funds tracked by Wall St. Rank hold BKE as of Q4 2022.

Heritage Wealth Management (Arizona) held 41,080 shares of Buckle worth $1.86M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 20,540 Buckle shares in Q4 2022, an estimated $829K.
Buckle made up 0.27% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #62 holding.
Heritage Wealth Management (Arizona) first reported a position in Buckle in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Buckle position peaked at $3.5M in Q2 2021.
248 funds tracked by Wall St. Rank held Buckle as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.