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Avitas Wealth Management’s Nike NKE Stock Holding History

Avitas Wealth Management’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
Q4 		$320K Sell
4,229
-1,989
-32% -$156K 0.04% 173
2024
Q3 		$550K Buy
6,218
+580
+10% +$45.5K 0.08% 154
2024
Q2 		$425K Buy
5,638
+1,021
+22% +$94.9K 0.06% 173
2024
Q1 		$434K Sell
4,617
-46
-1% -$4.68K 0.07% 179
2023
Q4 		$506K Sell
4,663
-18
-0.4% -$1.93K 0.08% 160
2023
Q3 		$448K Buy
4,681
+685
+17% +$70.5K 0.09% 168
2023
Q2 		$441K Sell
3,996
-58
-1% -$6.78K 0.08% 165
2023
Q1 		$497K Sell
4,054
-122
-3% -$15K 0.1% 156
2022
Q4 		$489K Buy
+4,176
New +$420K 0.1% 143
2022
Q3 		– Sell
-6,023
Closed -$616K – 209
2022
Q2 		$616K Sell
6,023
-148
-2% -$17.5K 0.13% 135
2022
Q1 		$830K Sell
6,171
-4,522
-42% -$635K 0.15% 137
2021
Q4 		$1.78M Buy
10,693
+359
+3% +$59.2K 0.3% 98
2021
Q3 		$1.5M Sell
10,334
-2,360
-19% -$385K 0.27% 115
2021
Q2 		$1.96M Buy
12,694
+5,175
+69% +$696K 0.35% 110
2021
Q1 		$999K Buy
7,519
+3,082
+69% +$428K 0.2% 139
2020
Q4 		$628K Buy
4,437
+932
+27% +$123K 0.13% 179
2020
Q3 		$440K Buy
+3,505
New +$376K 0.12% 154
2020
Q2 		– Sell
-4,901
Closed -$406K – 180
2020
Q1 		$406K Sell
4,901
-4,330
-47% -$403K 0.18% 109
2019
Q4 		$935K Sell
9,231
-41
-0.4% -$3.87K 0.24% 113
2019
Q3 		$871K Sell
9,272
-4,120
-31% -$353K 0.24% 111
2019
Q2 		$1.12M Sell
13,392
-346
-3% -$29.1K 0.31% 103
2019
Q1 		$1.16M Sell
13,738
-856
-6% -$70.6K 0.34% 96
2018
Q4 		$1.08M Buy
+14,594
New +$1.09M 0.36% 97

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
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
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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avitas Wealth Management's NKE Position: Q4 2024 in Review

Avitas Wealth Management reduced its Nike (NKE) stake by 32% in Q4 2024, selling an estimated $156K and leaving 4,229 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #173.

Avitas Wealth Management first reported a position in NKE in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.96M in Q2 2021. 2,195 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

  • Avitas Wealth Management held 4,229 shares of Nike worth $320K as of Q4 2024.
  • Avitas Wealth Management sold 1,989 Nike shares in Q4 2024, an estimated $156K.
  • Nike made up 0.04% of Avitas Wealth Management's portfolio in Q4 2024, its #173 holding.
  • Avitas Wealth Management first reported a position in Nike in Q4 2018 and has held it in 23 quarters since.
  • Avitas Wealth Management's Nike position peaked at $1.96M in Q2 2021.
  • 2,195 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.