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Partnership Wealth Management’s Buckle BKE Stock Holding History

Partnership 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
2024
Q3 		– Sell
-5,262
Closed -$194K – 192
2024
Q2 		$194K Sell
5,262
-5,557
-51% -$208K 0.14% 93
2024
Q1 		$436K Sell
10,819
-70
-0.6% -$2.75K 0.31% 71
2023
Q4 		$405K Buy
+10,889
New +$412K 0.31% 66

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
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

Partnership Wealth Management's BKE Position: Q3 2024 in Review

Partnership Wealth Management sold out of Buckle (BKE) in Q3 2024, closing a stake of 5,262 shares — an estimated $194K sold.

Partnership Wealth Management first reported a position in BKE in Q4 2023 and held it in 3 quarters. The position peaked at $436K in Q1 2024. 265 funds tracked by Wall St. Rank hold BKE as of Q3 2024.

  • Partnership Wealth Management reported no remaining Buckle position as of Q3 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 5,262 Buckle shares in Q3 2024, an estimated $194K.
  • Partnership Wealth Management first reported a position in Buckle in Q4 2023 and held it in 3 quarters.
  • Partnership Wealth Management's Buckle position peaked at $436K in Q1 2024.
  • 265 funds tracked by Wall St. Rank held Buckle as of Q3 2024.

Based on Partnership Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.