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Bordeaux Wealth Advisors’s Nike NKE Stock Holding History

Bordeaux 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
Q4 		– Sell
-3,110
Closed -$297K – 112
2023
Q3 		$297K Buy
3,110
+213
+7% +$21.9K 0.12% 74
2023
Q2 		$320K Sell
2,897
-81
-3% -$9.47K 0.13% 73
2023
Q1 		$365K Buy
2,978
+48
+2% +$5.9K 0.19% 77
2022
Q4 		$343K Buy
2,930
+151
+5% +$15.2K 0.19% 66
2022
Q3 		$231K Buy
+2,779
New +$299K 0.15% 77

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bordeaux Wealth Advisors's NKE Position: Q4 2023 in Review

Bordeaux Wealth Advisors sold out of Nike (NKE) in Q4 2023, closing a stake of 3,110 shares — an estimated $297K sold.

Bordeaux Wealth Advisors first reported a position in NKE in Q3 2022 and held it in 5 quarters. The position peaked at $365K in Q1 2023. 2,436 funds tracked by Wall St. Rank hold NKE as of Q4 2023.

  • Bordeaux Wealth Advisors reported no remaining Nike position as of Q4 2023 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 3,110 Nike shares in Q4 2023, an estimated $297K.
  • Bordeaux Wealth Advisors first reported a position in Nike in Q3 2022 and held it in 5 quarters.
  • Bordeaux Wealth Advisors's Nike position peaked at $365K in Q1 2023.
  • 2,436 funds tracked by Wall St. Rank held Nike as of Q4 2023.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.