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Amplius Wealth Advisors’s Nike NKE Stock Holding History

Amplius 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
Q2 		– Sell
-1,639
Closed -$201K – 177
2023
Q1 		$201K Buy
+1,639
New +$201K 0.03% 157
2022
Q2 		– Sell
-1,734
Closed -$233K – 190
2022
Q1 		$233K Buy
1,734
+22
+1% +$3.09K 0.04% 156
2021
Q4 		$285K Buy
+1,712
New +$282K 0.04% 159

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amplius Wealth Advisors's NKE Position: Q2 2023 in Review

Amplius Wealth Advisors sold out of Nike (NKE) in Q2 2023, closing a stake of 1,639 shares — an estimated $201K sold.

Amplius Wealth Advisors first reported a position in NKE in Q4 2021 and held it in 3 quarters. The position peaked at $285K in Q4 2021. 2,341 funds tracked by Wall St. Rank hold NKE as of Q2 2023.

  • Amplius Wealth Advisors reported no remaining Nike position as of Q2 2023 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,639 Nike shares in Q2 2023, an estimated $201K.
  • Amplius Wealth Advisors first reported a position in Nike in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's Nike position peaked at $285K in Q4 2021.
  • 2,341 funds tracked by Wall St. Rank held Nike as of Q2 2023.

Based on Amplius Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.