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Clear Perspectives Financial Planning’s Nike NKE Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$613 Hold
5
– – ﹤0.01% 180
2022
Q4 		$585 Buy
+5
New +$503 ﹤0.01% 203
2022
Q3 		– Sell
-5
Closed -$1K – 227
2022
Q2 		$1K Hold
5
– – ﹤0.01% 207
2022
Q1 		$1K Hold
5
– – ﹤0.01% 210
2021
Q4 		$1K Buy
+5
New +$825 ﹤0.01% 220

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Perspectives Financial Planning's NKE Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Nike (NKE) position steady in Q1 2023 at 5 shares worth $613. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Clear Perspectives Financial Planning first reported a position in NKE in Q4 2021 and has held it in 5 quarters since. The position peaked at $1K in Q2 2022. 2,399 funds tracked by Wall St. Rank hold NKE as of Q1 2023.

  • Clear Perspectives Financial Planning held 5 shares of Nike worth $613 as of Q1 2023.
  • Clear Perspectives Financial Planning left its Nike share count unchanged in Q1 2023.
  • Nike made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #180 holding.
  • Clear Perspectives Financial Planning first reported a position in Nike in Q4 2021 and has held it in 5 quarters since.
  • Clear Perspectives Financial Planning's Nike position peaked at $1K in Q2 2022.
  • 2,399 funds tracked by Wall St. Rank held Nike as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.