Financial Synergies Wealth Advisors’s Nike NKE Stock Holding History

Financial Synergies 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 Q2	–	Sell	-480	Closed	-$45.1K	–	317
2024 Q1	$45.1K	Buy	480 +188	+64%	+$19.1K	0.01%	133
2023 Q4	$34.2K	Sell	292 -2	-0.7%	-$215	0.01%	111
2023 Q3	$28.1K	Buy	294 +1	+0.3%	+$103	﹤0.01%	149
2023 Q2	$32.3K	Sell	293 -48	-14%	-$5.61K	﹤0.01%	134
2023 Q1	$41.9K	Buy	341 +49	+17%	+$6.02K	0.01%	121
2022 Q4	$34.2K	Buy	292 +65	+29%	+$6.54K	0.01%	111
2022 Q3	$18.9K	Buy	227 +1	+0.4%	+$108	﹤0.01%	129
2022 Q2	$23.1K	Buy	+226	New	+$26.7K	﹤0.01%	131

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Financial Synergies Wealth Advisors's NKE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Nike (NKE) in Q2 2024, closing a stake of 480 shares — an estimated $45.1K sold.

Financial Synergies Wealth Advisors first reported a position in NKE in Q2 2022 and held it in 8 quarters. The position peaked at $45.1K in Q1 2024. 2,206 funds tracked by Wall St. Rank hold NKE as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Nike position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 480 Nike shares in Q2 2024, an estimated $45.1K.
Financial Synergies Wealth Advisors first reported a position in Nike in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Nike position peaked at $45.1K in Q1 2024.
2,206 funds tracked by Wall St. Rank held Nike as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.