Peak Financial Advisors’s Buckle BKE Stock Holding History

Peak Financial Advisors’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 Q1	–	Sell	-11,173	Closed	-$473K	–	83
2021 Q4	$473K	Buy	11,173 +1,301	+13%	+$59K	0.36%	48
2021 Q3	$391K	Buy	+9,872	New	+$421K	0.34%	49

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CGM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Peak Financial Advisors's BKE Position: Q1 2022 in Review

Peak Financial Advisors sold out of Buckle (BKE) in Q1 2022, closing a stake of 11,173 shares — an estimated $473K sold.

Peak Financial Advisors first reported a position in BKE in Q3 2021 and held it in 2 quarters. The position peaked at $473K in Q4 2021. 235 funds tracked by Wall St. Rank hold BKE as of Q1 2022.

Peak Financial Advisors reported no remaining Buckle position as of Q1 2022 after selling out during the quarter.
Peak Financial Advisors sold 11,173 Buckle shares in Q1 2022, an estimated $473K.
Peak Financial Advisors first reported a position in Buckle in Q3 2021 and held it in 2 quarters.
Peak Financial Advisors's Buckle position peaked at $473K in Q4 2021.
235 funds tracked by Wall St. Rank held Buckle as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.