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Bernardo Wealth Planning’s Nike NKE Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-7,727
Closed -$1.09M – 123
2020
Q4 		$1.09M Sell
7,727
-60
-0.8% -$7.95K 0.42% 45
2020
Q3 		$977K Sell
7,787
-122
-2% -$13.1K 0.44% 46
2020
Q2 		$775K Sell
7,909
-479
-6% -$44.2K 0.42% 45
2020
Q1 		$694K Buy
8,388
+2,483
+42% +$231K 0.48% 55
2019
Q4 		$598K Sell
5,905
-5
-0.1% -$471 0.36% 62
2019
Q3 		$555K Sell
5,910
-455
-7% -$39K 0.4% 55
2019
Q2 		$534K Sell
6,365
-12
-0.2% -$1.01K 0.42% 58
2019
Q1 		$537K Buy
6,377
+800
+14% +$66K 0.43% 57
2018
Q4 		$413K Buy
+5,577
New +$417K 0.37% 65

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bernardo Wealth Planning's NKE Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Nike (NKE) in Q1 2021, closing a stake of 7,727 shares — an estimated $1.09M sold.

Bernardo Wealth Planning first reported a position in NKE in Q4 2018 and held it in 9 quarters. The position peaked at $1.09M in Q4 2020. 2,206 funds tracked by Wall St. Rank hold NKE as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Nike position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 7,727 Nike shares in Q1 2021, an estimated $1.09M.
  • Bernardo Wealth Planning first reported a position in Nike in Q4 2018 and held it in 9 quarters.
  • Bernardo Wealth Planning's Nike position peaked at $1.09M in Q4 2020.
  • 2,206 funds tracked by Wall St. Rank held Nike as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.