MFGM
BKE icon

Marshall Financial Group (Maryland)’s Buckle BKE Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		– Sell
-20,262
Closed -$669K – 188
2022
Q1 		$669K Buy
20,262
+364
+2% +$13.5K 0.27% 135
2021
Q4 		$842K Buy
+19,898
New +$902K 0.31% 122

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Financial Group (Maryland)'s BKE Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of Buckle (BKE) in Q2 2022, closing a stake of 20,262 shares — an estimated $669K sold.

Marshall Financial Group (Maryland) first reported a position in BKE in Q4 2021 and held it in 2 quarters. The position peaked at $842K in Q4 2021. 216 funds tracked by Wall St. Rank hold BKE as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining Buckle position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 20,262 Buckle shares in Q2 2022, an estimated $669K.
  • Marshall Financial Group (Maryland) first reported a position in Buckle in Q4 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Buckle position peaked at $842K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held Buckle as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.