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Sugarloaf Wealth Management’s Buckle BKE Stock Holding History

Sugarloaf 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
Q3 		– Sell
-232
Closed -$6K – 840
2022
Q2 		$6K Buy
232
+3
+1% +$94 ﹤0.01% 578
2022
Q1 		$8K Hold
229
– – ﹤0.01% 505
2021
Q4 		$10K Buy
229
+79
+53% +$3.58K ﹤0.01% 508
2021
Q3 		$6K Buy
+150
New +$6.4K ﹤0.01% 579

Other funds holding BKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 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

Sugarloaf Wealth Management's BKE Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Buckle (BKE) in Q3 2022, closing a stake of 232 shares — an estimated $6K sold.

Sugarloaf Wealth Management first reported a position in BKE in Q3 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 224 funds tracked by Wall St. Rank hold BKE as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining Buckle position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 232 Buckle shares in Q3 2022, an estimated $6K.
  • Sugarloaf Wealth Management first reported a position in Buckle in Q3 2021 and held it in 4 quarters.
  • Sugarloaf Wealth Management's Buckle position peaked at $10K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Buckle as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.