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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Alta Wealth Advisors's NKE Position: Q3 2024 in Review

Alta Wealth Advisors sold out of Nike (NKE) in Q3 2024, closing a stake of 7,278 shares — an estimated $549K sold.

Alta Wealth Advisors first reported a position in NKE in Q4 2020 and held it in 15 quarters. The position peaked at $1.2M in Q4 2021. 2,210 funds tracked by Wall St. Rank hold NKE as of Q3 2024.

  • Alta Wealth Advisors reported no remaining Nike position as of Q3 2024 after selling out during the quarter.
  • Alta Wealth Advisors sold 7,278 Nike shares in Q3 2024, an estimated $549K.
  • Alta Wealth Advisors first reported a position in Nike in Q4 2020 and held it in 15 quarters.
  • Alta Wealth Advisors's Nike position peaked at $1.2M in Q4 2021.
  • 2,210 funds tracked by Wall St. Rank held Nike as of Q3 2024.

Based on Alta Wealth Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.