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Wipfli Financial Advisors’s Buckle BKE Stock Holding History

Wipfli Financial 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
2022
Q3 		$30K Buy
+962
New +$30.2K ﹤0.01% 1369

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

Wipfli Financial Advisors's BKE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Buckle (BKE) in Q3 2022: 962 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1369 among its holdings.

224 funds tracked by Wall St. Rank hold BKE as of Q3 2022.

  • Wipfli Financial Advisors held 962 shares of Buckle worth $30K as of Q3 2022.
  • Buckle was a new Wipfli Financial Advisors position in Q3 2022.
  • Buckle made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1369 holding.
  • 224 funds tracked by Wall St. Rank held Buckle as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.