Sutton Wealth Advisors’s Buckle BKE Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-13	Closed	-$590	–	899
2022 Q4	$590	Hold	13	–	–	﹤0.01%	1455
2022 Q3	$412	Buy	+13	New	+$408	﹤0.01%	1489
2022 Q2	–	Sell	-3	Closed	-$99	–	1643
2022 Q1	$99	Sell	3 -216	-99%	-$8K	﹤0.01%	1622
2021 Q4	$9.27K	Buy	+219	New	+$9.93K	﹤0.01%	952
2020 Q2	–	Sell	-409	Closed	-$5.61K	–	1212
2020 Q1	$5.61K	Hold	409	–	–	﹤0.01%	792
2019 Q4	$11.1K	Hold	409	–	–	0.01%	791
2019 Q3	$8.43K	Buy	+409	New	+$7.86K	﹤0.01%	837
2019 Q2	–	Sell	-264	Closed	-$4.94K	–	1171
2019 Q1	$4.94K	Buy	+264	New	+$4.83K	﹤0.01%	938
2017 Q3	–	Sell	-1,181	Closed	-$21K	–	1082
2017 Q2	$21K	Hold	1,181	–	–	0.02%	508
2017 Q1	$22K	Buy	+1,181	New	+$23.8K	0.02%	486
2016 Q4	–	Sell	-398	Closed	-$9.56K	–	1061
2016 Q3	$9.56K	Hold	398	–	–	0.01%	676
2016 Q2	$10.3K	Buy	398 +262	+193%	+$7.06K	0.01%	619
2016 Q1	$4.61K	Buy	+136	New	+$4.13K	﹤0.01%	757

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Sutton Wealth Advisors's BKE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Buckle (BKE) in Q1 2023, closing a stake of 13 shares — an estimated $590 sold.

Sutton Wealth Advisors first reported a position in BKE in Q1 2016 and held it in 13 quarters. The position peaked at $22K in Q1 2017. 249 funds tracked by Wall St. Rank hold BKE as of Q1 2023.

Sutton Wealth Advisors reported no remaining Buckle position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 13 Buckle shares in Q1 2023, an estimated $590.
Sutton Wealth Advisors first reported a position in Buckle in Q1 2016 and held it in 13 quarters.
Sutton Wealth Advisors's Buckle position peaked at $22K in Q1 2017.
249 funds tracked by Wall St. Rank held Buckle as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.