Concentrum Wealth Management’s Nike NKE Stock Holding History

Concentrum 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
2024 Q1	–	Sell	-2,781	Closed	-$302K	–	73
2023 Q4	$302K	Buy	+2,781	New	+$299K	0.16%	53

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concentrum Wealth Management's NKE Position: Q1 2024 in Review

Concentrum Wealth Management sold out of Nike (NKE) in Q1 2024, closing a stake of 2,781 shares — an estimated $302K sold.

Concentrum Wealth Management first reported a position in NKE in Q4 2023 and held it in 1 quarter. The position peaked at $302K in Q4 2023. 2,342 funds tracked by Wall St. Rank hold NKE as of Q1 2024.

Concentrum Wealth Management reported no remaining Nike position as of Q1 2024 after selling out during the quarter.
Concentrum Wealth Management sold 2,781 Nike shares in Q1 2024, an estimated $302K.
Concentrum Wealth Management first reported a position in Nike in Q4 2023 and held it in 1 quarter.
Concentrum Wealth Management's Nike position peaked at $302K in Q4 2023.
2,342 funds tracked by Wall St. Rank held Nike as of Q1 2024.

Based on Concentrum Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.