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Moran Wealth Management’s Buckle BKE Stock Holding History

Moran 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
2025
Q1 		– Sell
-77,258
Closed -$3.93M – 442
2024
Q4 		$3.93M Buy
77,258
+821
+1% +$38.8K 0.13% 200
2024
Q3 		$3.36M Buy
76,437
+1,109
+1% +$45.5K 0.1% 216
2024
Q2 		$2.78M Buy
75,328
+1,256
+2% +$47K 0.09% 228
2024
Q1 		$2.98M Buy
74,072
+2,304
+3% +$90.6K 0.1% 223
2023
Q4 		$3.41M Buy
+71,768
New +$2.72M 0.12% 201

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Moran Wealth Management's BKE Position: Q1 2025 in Review

Moran Wealth Management sold out of Buckle (BKE) in Q1 2025, closing a stake of 77,258 shares — an estimated $3.93M sold.

Moran Wealth Management first reported a position in BKE in Q4 2023 and held it in 5 quarters. The position peaked at $3.93M in Q4 2024. 281 funds tracked by Wall St. Rank hold BKE as of Q1 2025.

  • Moran Wealth Management reported no remaining Buckle position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 77,258 Buckle shares in Q1 2025, an estimated $3.93M.
  • Moran Wealth Management first reported a position in Buckle in Q4 2023 and held it in 5 quarters.
  • Moran Wealth Management's Buckle position peaked at $3.93M in Q4 2024.
  • 281 funds tracked by Wall St. Rank held Buckle as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.