Aletheian Wealth Advisors’s Nike NKE Stock Holding History

Aletheian Wealth Advisors’s Portfolio NKE Stock Details NKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,584	Closed	-$536K	–	75
2022 Q4	$536K	Buy	+4,584	New	+$462K	0.46%	47

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aletheian Wealth Advisors's NKE Position: Q1 2023 in Review

Aletheian Wealth Advisors sold out of Nike (NKE) in Q1 2023, closing a stake of 4,584 shares — an estimated $536K sold.

Aletheian Wealth Advisors first reported a position in NKE in Q4 2022 and held it in 1 quarter. The position peaked at $536K in Q4 2022. 2,400 funds tracked by Wall St. Rank hold NKE as of Q1 2023.

Aletheian Wealth Advisors reported no remaining Nike position as of Q1 2023 after selling out during the quarter.
Aletheian Wealth Advisors sold 4,584 Nike shares in Q1 2023, an estimated $536K.
Aletheian Wealth Advisors first reported a position in Nike in Q4 2022 and held it in 1 quarter.
Aletheian Wealth Advisors's Nike position peaked at $536K in Q4 2022.
2,400 funds tracked by Wall St. Rank held Nike as of Q1 2023.

Based on Aletheian Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.