Next Financial Group’s Buckle BKE Stock Holding History

Next Financial Group’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
2021 Q4	$22K	Buy	+524	New	+$23.8K	﹤0.01%	1837
2020 Q2	–	Sell	-385	Closed	-$5K	–	745
2020 Q1	$5K	Hold	385	–	–	﹤0.01%	1691
2019 Q4	$10K	Buy	+385	New	+$9.15K	﹤0.01%	1760
2019 Q3	–	Sell	-167	Closed	-$3K	–	2309
2019 Q2	$3K	Hold	167	–	–	﹤0.01%	1991
2019 Q1	$3K	Buy	+167	New	+$3.05K	﹤0.01%	1354

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CGM

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Next Financial Group's BKE Position: Q4 2021 in Review

Next Financial Group opened a new position in Buckle (BKE) in Q4 2021: 524 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #1837 among its holdings. This is a return to the name: Next Financial Group previously reported a position in BKE as recently as Q1 2020.

Next Financial Group first reported a position in BKE in Q1 2019 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold BKE as of Q4 2021.

Next Financial Group held 524 shares of Buckle worth $22K as of Q4 2021.
Buckle was a new Next Financial Group position in Q4 2021.
Buckle made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1837 holding.
Next Financial Group first reported a position in Buckle in Q1 2019 and has held it in 5 quarters since.
254 funds tracked by Wall St. Rank held Buckle as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.