Curi Wealth Management’s Nike NKE Stock Holding History

Curi 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
2022 Q3	–	Sell	-36	Closed	-$4K	–	523
2022 Q2	$4K	Hold	36	–	–	﹤0.01%	474
2022 Q1	$4K	Buy	36 +1	+3%	+$141	﹤0.01%	427
2021 Q4	$5K	Buy	+35	New	+$5.77K	﹤0.01%	377
2021 Q1	–	Sell	-1,280	Closed	-$181K	–	351
2020 Q4	$181K	Buy	+1,280	New	+$170K	0.13%	86

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Curi Wealth Management's NKE Position: Q3 2022 in Review

Curi Wealth Management sold out of Nike (NKE) in Q3 2022, closing a stake of 36 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in NKE in Q4 2020 and held it in 4 quarters. The position peaked at $181K in Q4 2020. 2,151 funds tracked by Wall St. Rank hold NKE as of Q3 2022.

Curi Wealth Management reported no remaining Nike position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 36 Nike shares in Q3 2022, an estimated $4K.
Curi Wealth Management first reported a position in Nike in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Nike position peaked at $181K in Q4 2020.
2,151 funds tracked by Wall St. Rank held Nike as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.