Certified Advisory Corp’s Nike NKE Stock Holding History

Certified Advisory Corp’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	-18,989	Closed	-$124K	–	301
2023 Q3	$124K	Buy	+18,989	New	+$1.95M	0.02%	237
2021 Q4	–	Sell	-1,688	Closed	-$245K	–	246
2021 Q3	$245K	Sell	1,688 -476	-22%	-$77.6K	0.06%	191
2021 Q2	$334K	Sell	2,164 -1,736	-45%	-$234K	0.08%	172
2021 Q1	$518K	Buy	+3,900	New	+$542K	0.13%	137
2020 Q2	$382K	Buy	3,899 +1	+0%	+$92	0.13%	142
2020 Q1	$322K	Sell	3,898 -179	-4%	-$16.7K	0.13%	134
2019 Q4	$413K	Sell	4,077 -380	-9%	-$35.8K	0.13%	134
2019 Q3	$419K	Buy	4,457 +281	+7%	+$24.1K	0.15%	127
2019 Q2	$351K	Buy	4,176 +801	+24%	+$67.4K	0.13%	131
2019 Q1	$284K	Hold	3,375	–	–	0.12%	137
2018 Q4	$250K	Buy	3,375 +1	+0%	+$75	0.13%	130
2018 Q3	$286K	Sell	3,374 -60	-2%	-$4.82K	0.13%	123
2018 Q2	$274K	Buy	3,434 +1	+0%	+$70	0.15%	118
2018 Q1	$228K	Buy	3,433 +3,181	+1,262%	+$210K	0.14%	131
2017 Q4	$15K	Buy	+252	New	+$14.5K	0.01%	415

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Certified Advisory Corp's NKE Position: Q4 2023 in Review

Certified Advisory Corp sold out of Nike (NKE) in Q4 2023, closing a stake of 18,989 shares — an estimated $124K sold.

Certified Advisory Corp first reported a position in NKE in Q4 2017 and held it in 15 quarters. The position peaked at $518K in Q1 2021. 2,436 funds tracked by Wall St. Rank hold NKE as of Q4 2023.

Certified Advisory Corp reported no remaining Nike position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 18,989 Nike shares in Q4 2023, an estimated $124K.
Certified Advisory Corp first reported a position in Nike in Q4 2017 and held it in 15 quarters.
Certified Advisory Corp's Nike position peaked at $518K in Q1 2021.
2,436 funds tracked by Wall St. Rank held Nike as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.