Planned Solutions’s Buckle BKE Stock Holding History

Planned Solutions’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 Q4	–	Sell	-3,645	Closed	-$160K	–	170
2024 Q3	$160K	Buy	+3,645	New	+$150K	0.06%	139
2024 Q1	–	Sell	-925	Closed	-$44K	–	142
2023 Q4	$44K	Buy	+925	New	+$35K	0.02%	297

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Planned Solutions's BKE Position: Q4 2024 in Review

Planned Solutions sold out of Buckle (BKE) in Q4 2024, closing a stake of 3,645 shares — an estimated $160K sold.

Planned Solutions first reported a position in BKE in Q4 2023 and held it in 2 quarters. The position peaked at $160K in Q3 2024. 261 funds tracked by Wall St. Rank hold BKE as of Q4 2024.

Planned Solutions reported no remaining Buckle position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 3,645 Buckle shares in Q4 2024, an estimated $160K.
Planned Solutions first reported a position in Buckle in Q4 2023 and held it in 2 quarters.
Planned Solutions's Buckle position peaked at $160K in Q3 2024.
261 funds tracked by Wall St. Rank held Buckle as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.