TWM
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Tradition Wealth Management’s Buckle BKE Stock Holding History

Tradition 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
-850
Closed -$36K – 1157
2021
Q4 		$36K Sell
850
-150
-15% -$6.8K ﹤0.01% 607
2021
Q3 		$40K Buy
+1,000
New +$42.7K 0.01% 562

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
Fidelity Investments
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Tradition Wealth Management sold out of Buckle (BKE) in Q1 2022, closing a stake of 850 shares — an estimated $36K sold.

Tradition Wealth Management first reported a position in BKE in Q3 2021 and held it in 2 quarters. The position peaked at $40K in Q3 2021. 235 funds tracked by Wall St. Rank hold BKE as of Q1 2022.

  • Tradition Wealth Management reported no remaining Buckle position as of Q1 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 850 Buckle shares in Q1 2022, an estimated $36K.
  • Tradition Wealth Management first reported a position in Buckle in Q3 2021 and held it in 2 quarters.
  • Tradition Wealth Management's Buckle position peaked at $40K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Buckle as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.