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BSW Wealth Partners’s Nike NKE Stock Holding History

BSW Wealth Partners’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
Q3 		– Sell
-3,185
Closed -$240K – 326
2024
Q2 		$240K Sell
3,185
-300
-9% -$27.9K 0.04% 253
2024
Q1 		$327K Sell
3,485
-273
-7% -$27.8K 0.06% 207
2023
Q4 		$408K Buy
3,758
+154
+4% +$16.5K 0.08% 146
2023
Q3 		$345K Buy
3,604
+716
+25% +$73.6K 0.08% 149
2023
Q2 		$319K Sell
2,888
-5,079
-64% -$594K 0.07% 174
2023
Q1 		$977K Sell
7,967
-26
-0.3% -$3.2K 0.2% 67
2022
Q4 		$935K Buy
7,993
+598
+8% +$60.2K 0.2% 72
2022
Q3 		$615K Sell
7,395
-6
-0.1% -$646 0.15% 89
2022
Q2 		$756K Buy
7,401
+556
+8% +$65.8K 0.18% 77
2022
Q1 		$921K Sell
6,845
-522
-7% -$73.4K 0.23% 59
2021
Q4 		$1.23M Buy
7,367
+108
+1% +$17.8K 0.31% 48
2021
Q3 		$1.05M Buy
7,259
+566
+8% +$92.3K 0.29% 49
2021
Q2 		$1.03M Buy
6,693
+1,216
+22% +$164K 0.28% 51
2021
Q1 		$728K Buy
5,477
+1,077
+24% +$150K 0.21% 61
2020
Q4 		$623K Buy
4,400
+1,222
+38% +$162K 0.19% 64
2020
Q3 		$399K Sell
3,178
-400
-11% -$42.9K 0.15% 84
2020
Q2 		$351K Buy
+3,578
New +$330K 0.12% 85
2020
Q1 		– Sell
-5,748
Closed -$582K – 128
2019
Q4 		$582K Buy
+5,748
New +$542K 0.2% 50
2018
Q4 		– Sell
-2,538
Closed -$215K – 124
2018
Q3 		$215K Buy
+2,538
New +$204K 0.08% 128

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

BSW Wealth Partners's NKE Position: Q3 2024 in Review

BSW Wealth Partners sold out of Nike (NKE) in Q3 2024, closing a stake of 3,185 shares — an estimated $240K sold.

BSW Wealth Partners first reported a position in NKE in Q3 2018 and held it in 19 quarters. The position peaked at $1.23M in Q4 2021. 2,207 funds tracked by Wall St. Rank hold NKE as of Q3 2024.

  • BSW Wealth Partners reported no remaining Nike position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 3,185 Nike shares in Q3 2024, an estimated $240K.
  • BSW Wealth Partners first reported a position in Nike in Q3 2018 and held it in 19 quarters.
  • BSW Wealth Partners's Nike position peaked at $1.23M in Q4 2021.
  • 2,207 funds tracked by Wall St. Rank held Nike as of Q3 2024.

Based on BSW Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.