Spire Wealth Management’s Buckle BKE Stock Holding History

Spire 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
2022 Q1	–	Sell	-3,886	Closed	-$164K	–	2547
2021 Q4	$164K	Buy	3,886 +3,786	+3,786%	+$172K	﹤0.01%	1179
2021 Q3	$4K	Buy	+100	New	+$4.27K	﹤0.01%	2317

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

Spire Wealth Management's BKE Position: Q1 2022 in Review

Spire Wealth Management sold out of Buckle (BKE) in Q1 2022, closing a stake of 3,886 shares — an estimated $164K sold.

Spire Wealth Management first reported a position in BKE in Q3 2021 and held it in 2 quarters. The position peaked at $164K in Q4 2021. 235 funds tracked by Wall St. Rank hold BKE as of Q1 2022.

Spire Wealth Management reported no remaining Buckle position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 3,886 Buckle shares in Q1 2022, an estimated $164K.
Spire Wealth Management first reported a position in Buckle in Q3 2021 and held it in 2 quarters.
Spire Wealth Management's Buckle position peaked at $164K in Q4 2021.
235 funds tracked by Wall St. Rank held Buckle as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.