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Sowell Financial Services’s Buckle BKE Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,110
Closed -$96K – 785
2021
Q1 		$96K Sell
2,110
-593
-22% -$22.3K ﹤0.01% 1380
2020
Q4 		$79K Buy
2,703
+5
+0.2% +$135 ﹤0.01% 1242
2020
Q3 		$55K Hold
2,698
– – ﹤0.01% 1173
2020
Q2 		$42K Hold
2,698
– – ﹤0.01% 1208
2020
Q1 		$37K Buy
2,698
+98
+4% +$2.21K ﹤0.01% 1147
2019
Q4 		$70K Hold
2,600
– – 0.01% 1022
2019
Q3 		$54K Buy
+2,600
New +$50K ﹤0.01% 974

Other funds holding BKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return

Sowell Financial Services's BKE Position: Q2 2021 in Review

Sowell Financial Services sold out of Buckle (BKE) in Q2 2021, closing a stake of 2,110 shares — an estimated $96K sold.

Sowell Financial Services first reported a position in BKE in Q3 2019 and held it in 7 quarters. The position peaked at $96K in Q1 2021. 207 funds tracked by Wall St. Rank hold BKE as of Q2 2021.

  • Sowell Financial Services reported no remaining Buckle position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,110 Buckle shares in Q2 2021, an estimated $96K.
  • Sowell Financial Services first reported a position in Buckle in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Buckle position peaked at $96K in Q1 2021.
  • 207 funds tracked by Wall St. Rank held Buckle as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.