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Beacon Pointe Wealth Advisors’s Nike NKE Stock Holding History

Beacon Pointe 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
2019
Q3 		– Sell
-8,931
Closed -$749K – 282
2019
Q2 		$749K Buy
8,931
+198
+2% +$16.7K 0.16% 122
2019
Q1 		$735K Sell
8,733
-1,532
-15% -$126K 0.17% 117
2018
Q4 		$761K Buy
+10,265
New +$768K 0.27% 96

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Beacon Pointe Wealth Advisors's NKE Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of Nike (NKE) in Q3 2019, closing a stake of 8,931 shares — an estimated $749K sold.

Beacon Pointe Wealth Advisors first reported a position in NKE in Q4 2018 and held it in 3 quarters. The position peaked at $761K in Q4 2018. 1,680 funds tracked by Wall St. Rank hold NKE as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Nike position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 8,931 Nike shares in Q3 2019, an estimated $749K.
  • Beacon Pointe Wealth Advisors first reported a position in Nike in Q4 2018 and held it in 3 quarters.
  • Beacon Pointe Wealth Advisors's Nike position peaked at $761K in Q4 2018.
  • 1,680 funds tracked by Wall St. Rank held Nike as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.