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Patriot Financial Group Insurance Agency’s Buckle BKE Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-4,004
Closed -$111K – 575
2022
Q2 		$111K Sell
4,004
-90
-2% -$2.82K 0.02% 517
2022
Q1 		$135K Buy
4,094
+950
+30% +$35.2K 0.02% 497
2021
Q4 		$133K Buy
3,144
+2,720
+642% +$123K 0.02% 564
2021
Q3 		$17K Buy
+424
New +$18.1K ﹤0.01% 1281

Other funds holding BKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Patriot Financial Group Insurance Agency's BKE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Buckle (BKE) in Q3 2022, closing a stake of 4,004 shares — an estimated $111K sold.

Patriot Financial Group Insurance Agency first reported a position in BKE in Q3 2021 and held it in 4 quarters. The position peaked at $135K in Q1 2022. 225 funds tracked by Wall St. Rank hold BKE as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Buckle position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,004 Buckle shares in Q3 2022, an estimated $111K.
  • Patriot Financial Group Insurance Agency first reported a position in Buckle in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Buckle position peaked at $135K in Q1 2022.
  • 225 funds tracked by Wall St. Rank held Buckle as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.