Capstone Financial Advisors’s Nike NKE Stock Holding History

Capstone Financial 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
2022 Q1	–	Sell	-1,228	Closed	-$205K	–	149
2021 Q4	$205K	Buy	+1,228	New	+$203K	0.01%	120
2021 Q1	–	Sell	-2,004	Closed	-$284K	–	140
2020 Q4	$284K	Hold	2,004	–	–	0.03%	83
2020 Q3	$252K	Buy	+2,004	New	+$215K	0.03%	85
2020 Q1	–	Sell	-2,004	Closed	-$203K	–	112
2019 Q4	$203K	Buy	+2,004	New	+$189K	0.03%	89
2015 Q2	–	Sell	-4,512	Closed	-$226K	–	107
2015 Q1	$226K	Buy	4,512 +260	+6%	+$12.4K	0.09%	71
2014 Q4	$204K	Buy	+4,252	New	+$199K	0.06%	73

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capstone Financial Advisors's NKE Position: Q1 2022 in Review

Capstone Financial Advisors sold out of Nike (NKE) in Q1 2022, closing a stake of 1,228 shares — an estimated $205K sold.

Capstone Financial Advisors first reported a position in NKE in Q4 2014 and held it in 6 quarters. The position peaked at $284K in Q4 2020. 2,397 funds tracked by Wall St. Rank hold NKE as of Q1 2022.

Capstone Financial Advisors reported no remaining Nike position as of Q1 2022 after selling out during the quarter.
Capstone Financial Advisors sold 1,228 Nike shares in Q1 2022, an estimated $205K.
Capstone Financial Advisors first reported a position in Nike in Q4 2014 and held it in 6 quarters.
Capstone Financial Advisors's Nike position peaked at $284K in Q4 2020.
2,397 funds tracked by Wall St. Rank held Nike as of Q1 2022.

Based on Capstone Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.