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Elwood & Goetz Wealth Advisory Group’s Nike NKE Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
-2,284
Closed -$202K – 103
2024
Q3 		$202K Buy
+2,284
New +$179K 0.05% 103

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
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
Norges Bank Oslo, Norway $935B AUM

Elwood & Goetz Wealth Advisory Group's NKE Position: Q4 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of Nike (NKE) in Q4 2024, closing a stake of 2,284 shares — an estimated $202K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in NKE in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 2,196 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Nike position as of Q4 2024 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 2,284 Nike shares in Q4 2024, an estimated $202K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Nike in Q3 2024 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's Nike position peaked at $202K in Q3 2024.
  • 2,196 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q4 2024, filed 4 Feb 2025.