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TFO Wealth Partners’s Buckle BKE Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$40 – 145
2024
Q1 		$40 Hold
1
– – ﹤0.01% 733
2023
Q4 		$48 Hold
1
– – ﹤0.01% 869
2023
Q3 		$35 Hold
1
– – ﹤0.01% 1063
2023
Q2 		$35 Hold
1
– – ﹤0.01% 785
2023
Q1 		$36 Sell
1
-14
-93% -$574 ﹤0.01% 763
2022
Q4 		$1.08K Buy
+15
New +$606 ﹤0.01% 348

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TFO Wealth Partners's BKE Position: Q2 2024 in Review

TFO Wealth Partners sold out of Buckle (BKE) in Q2 2024, closing a stake of 1 share — an estimated $40 sold.

TFO Wealth Partners first reported a position in BKE in Q4 2022 and held it in 6 quarters. The position peaked at $1.08K in Q4 2022. 233 funds tracked by Wall St. Rank hold BKE as of Q2 2024.

  • TFO Wealth Partners reported no remaining Buckle position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Buckle share in Q2 2024, an estimated $40.
  • TFO Wealth Partners first reported a position in Buckle in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Buckle position peaked at $1.08K in Q4 2022.
  • 233 funds tracked by Wall St. Rank held Buckle as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.