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CLA (CliftonLarsonAllen) Wealth Advisors’s Nike NKE Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2023
Q4 		– Sell
-11,223
Closed -$1.07M – 188
2023
Q3 		$1.07M Sell
11,223
-108
-1% -$11.1K 0.03% 125
2023
Q2 		$1.25M Sell
11,331
-3,800
-25% -$444K 0.04% 119
2023
Q1 		$1.86M Buy
+15,131
New +$1.86M 0.05% 107
2021
Q4 		– Sell
-8,092
Closed -$1.18M – 254
2021
Q3 		$1.18M Buy
8,092
+19
+0.2% +$3.1K 0.05% 132
2021
Q2 		$1.25M Buy
+8,073
New +$1.09M 0.05% 131

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's NKE Position: Q4 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Nike (NKE) in Q4 2023, closing a stake of 11,223 shares — an estimated $1.07M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NKE in Q2 2021 and held it in 5 quarters. The position peaked at $1.86M in Q1 2023. 2,437 funds tracked by Wall St. Rank hold NKE as of Q4 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Nike position as of Q4 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 11,223 Nike shares in Q4 2023, an estimated $1.07M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Nike in Q2 2021 and held it in 5 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Nike position peaked at $1.86M in Q1 2023.
  • 2,437 funds tracked by Wall St. Rank held Nike as of Q4 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.