Alta Wealth Advisors’s Nike NKE Stock Holding History

Alta 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
2024 Q3	–	Sell	-7,278	Closed	-$549K	–	136
2024 Q2	$549K	Sell	7,278 -14	-0.2%	-$1.3K	0.27%	73
2024 Q1	$685K	Sell	7,292 -189	-3%	-$19.2K	0.35%	67
2023 Q4	$812K	Sell	7,481 -117	-2%	-$12.6K	0.45%	60
2023 Q3	$727K	Buy	7,598 +332	+5%	+$34.1K	0.45%	67
2023 Q2	$802K	Sell	7,266 -29	-0.4%	-$3.39K	0.47%	61
2023 Q1	$895K	Hold	7,295	–	–	0.56%	56
2022 Q4	$854K	Buy	7,295 +321	+5%	+$32.3K	0.58%	49
2022 Q3	$580K	Buy	6,974 +49	+0.7%	+$5.28K	0.42%	72
2022 Q2	$708K	Buy	6,925 +30	+0.4%	+$3.55K	0.49%	59
2022 Q1	$928K	Sell	6,895 -326	-5%	-$45.8K	0.55%	54
2021 Q4	$1.2M	Sell	7,221 -70	-1%	-$11.5K	0.74%	39
2021 Q3	$1.06M	Hold	7,291	–	–	0.77%	40
2021 Q2	$1.13M	Hold	7,291	–	–	0.83%	33
2021 Q1	$969K	Buy	7,291 +31	+0.4%	+$4.31K	0.81%	38
2020 Q4	$1.03M	Buy	+7,260	New	+$962K	0.86%	33

Other funds holding NKE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Geode Capital Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return