CM Wealth Advisors’s Nike NKE Stock Holding History

CM 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
2024 Q4	–	Sell	-2,652	Closed	-$235K	–	86
2024 Q3	$235K	Hold	2,652	–	–	0.08%	80
2024 Q2	$201K	Hold	2,652	–	–	0.1%	73
2024 Q1	$249K	Sell	2,652 -251	-9%	-$25.5K	0.07%	153
2023 Q4	$316K	Hold	2,903	–	–	0.14%	60
2023 Q3	$307K	Sell	2,903 -3,721	-56%	-$383K	0.12%	58
2023 Q2	$719K	Sell	6,624 -17,192	-72%	-$2.01M	0.24%	43
2023 Q1	$2.95M	Buy	23,816 +20,950	+731%	+$2.58M	0.57%	20
2022 Q4	$335K	Hold	2,866	–	–	0.17%	49
2022 Q3	$239M	Hold	2,866	–	–	0.13%	63
2022 Q2	$294K	Buy	+2,866	New	+$339K	0.18%	54

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CM Wealth Advisors's NKE Position: Q4 2024 in Review

CM Wealth Advisors sold out of Nike (NKE) in Q4 2024, closing a stake of 2,652 shares — an estimated $235K sold.

CM Wealth Advisors first reported a position in NKE in Q2 2022 and held it in 10 quarters. The position peaked at $239M in Q3 2022. 2,195 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

CM Wealth Advisors reported no remaining Nike position as of Q4 2024 after selling out during the quarter.
CM Wealth Advisors sold 2,652 Nike shares in Q4 2024, an estimated $235K.
CM Wealth Advisors first reported a position in Nike in Q2 2022 and held it in 10 quarters.
CM Wealth Advisors's Nike position peaked at $239M in Q3 2022.
2,195 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on CM Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.