Castle Wealth Management’s Nike NKE Stock Holding History

Castle Wealth Management’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 Q4	–	Sell	-1,887	Closed	-$157K	–	436
2022 Q3	$157K	Hold	1,887	–	–	0.1%	118
2022 Q2	$194K	Buy	+1,887	New	+$223K	0.11%	108

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

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

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

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

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

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

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

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

Castle Wealth Management's NKE Position: Q4 2022 in Review

Castle Wealth Management sold out of Nike (NKE) in Q4 2022, closing a stake of 1,887 shares — an estimated $157K sold.

Castle Wealth Management first reported a position in NKE in Q2 2022 and held it in 2 quarters. The position peaked at $194K in Q2 2022. 2,342 funds tracked by Wall St. Rank hold NKE as of Q4 2022.

Castle Wealth Management reported no remaining Nike position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 1,887 Nike shares in Q4 2022, an estimated $157K.
Castle Wealth Management first reported a position in Nike in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Nike position peaked at $194K in Q2 2022.
2,342 funds tracked by Wall St. Rank held Nike as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.