TCI Wealth Advisors’s Buckle BKE Stock Holding History

TCI 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 Q2	–	Sell	-534	Closed	-$19.1K	–	457
2023 Q1	$19.1K	Sell	534 -1	-0.2%	-$41	﹤0.01%	734
2022 Q4	$24.3K	Buy	535 +1	+0.2%	+$40	﹤0.01%	611
2022 Q3	$17K	Buy	534 +145	+37%	+$4.55K	﹤0.01%	725
2022 Q2	$11K	Buy	389 +65	+20%	+$2.04K	﹤0.01%	934
2022 Q1	$11K	Buy	324 +116	+56%	+$4.3K	﹤0.01%	1021
2021 Q4	$9K	Buy	208 +3	+1%	+$136	﹤0.01%	1228
2021 Q3	$8K	Buy	205 +3	+1%	+$128	﹤0.01%	1229
2021 Q2	$10K	Buy	202 +42	+26%	+$1.78K	﹤0.01%	944
2021 Q1	$6K	Buy	160 +47	+42%	+$1.77K	﹤0.01%	1122
2020 Q4	$3K	Hold	113	–	–	﹤0.01%	1064
2020 Q3	$2K	Buy	113 +37	+49%	+$669	﹤0.01%	1076
2020 Q2	$1K	Buy	76 +9	+13%	+$135	﹤0.01%	1210
2020 Q1	$1K	Buy	+67	New	+$1.51K	﹤0.01%	1190
2019 Q2	–	Sell	-52	Closed	-$1K	–	1423
2019 Q1	$1K	Sell	52 -34	-40%	-$622	﹤0.01%	1159
2018 Q4	$2K	Buy	86 +3	+4%	+$61	﹤0.01%	966
2018 Q3	$2K	Hold	83	–	–	﹤0.01%	1005
2018 Q2	$2K	Buy	83 +37	+80%	+$916	﹤0.01%	1033
2018 Q1	$1K	Buy	+46	New	+$966	﹤0.01%	1092

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

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

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 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

TCI Wealth Advisors's BKE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Buckle (BKE) in Q2 2023, closing a stake of 534 shares — an estimated $19.1K sold.

TCI Wealth Advisors first reported a position in BKE in Q1 2018 and held it in 18 quarters. The position peaked at $24.3K in Q4 2022. 227 funds tracked by Wall St. Rank hold BKE as of Q2 2023.

TCI Wealth Advisors reported no remaining Buckle position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 534 Buckle shares in Q2 2023, an estimated $19.1K.
TCI Wealth Advisors first reported a position in Buckle in Q1 2018 and held it in 18 quarters.
TCI Wealth Advisors's Buckle position peaked at $24.3K in Q4 2022.
227 funds tracked by Wall St. Rank held Buckle as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.