Caliber Wealth Management (Utah)’s Nike NKE Stock Holding History

Caliber Wealth Management (Utah)’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 Q2	–	Sell	-8,809	Closed	-$1.08M	–	60
2023 Q1	$1.08M	Buy	8,809 +636	+8%	+$78.2K	0.81%	44
2022 Q4	$956K	Sell	8,173 -4,860	-37%	-$489K	0.73%	50
2022 Q3	$1.08M	Buy	13,033 +407	+3%	+$43.8K	0.86%	48
2022 Q2	$1.29M	Sell	12,626 -432	-3%	-$51.1K	1%	46
2022 Q1	$1.76M	Buy	13,058 +734	+6%	+$103K	1.12%	43
2021 Q4	$1.83M	Buy	12,324 +1,427	+13%	+$235K	1.26%	41
2021 Q3	$1.74M	Sell	10,897 -235	-2%	-$38.3K	1.22%	42
2021 Q2	$1.72M	Sell	11,132 -2,609	-19%	-$351K	1.22%	32
2021 Q1	$1.83M	Buy	13,741 +1,298	+10%	+$180K	1.33%	20
2020 Q4	$1.76M	Buy	+12,443	New	+$1.65M	1.73%	17

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caliber Wealth Management (Utah)'s NKE Position: Q2 2023 in Review

Caliber Wealth Management (Utah) sold out of Nike (NKE) in Q2 2023, closing a stake of 8,809 shares — an estimated $1.08M sold.

Caliber Wealth Management (Utah) first reported a position in NKE in Q4 2020 and held it in 10 quarters. The position peaked at $1.83M in Q4 2021. 2,341 funds tracked by Wall St. Rank hold NKE as of Q2 2023.

Caliber Wealth Management (Utah) reported no remaining Nike position as of Q2 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 8,809 Nike shares in Q2 2023, an estimated $1.08M.
Caliber Wealth Management (Utah) first reported a position in Nike in Q4 2020 and held it in 10 quarters.
Caliber Wealth Management (Utah)'s Nike position peaked at $1.83M in Q4 2021.
2,341 funds tracked by Wall St. Rank held Nike as of Q2 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2023, filed 27 Jul 2023.