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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Nike NKE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q3 		– Sell
-200
Closed -$15.1K – 405
2024
Q2 		$15.1K Hold
200
– – 0.01% 261
2024
Q1 		$18.8K Hold
200
– – 0.01% 246
2023
Q4 		$21.7K Buy
200
+158
+376% +$17K 0.01% 225
2023
Q3 		$4.02K Hold
42
– – ﹤0.01% 228
2023
Q2 		$4.64K Hold
42
– – ﹤0.01% 228
2023
Q1 		$5.15K Buy
+42
New +$5.16K ﹤0.01% 237

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NKE Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Nike (NKE) in Q3 2024, closing a stake of 200 shares — an estimated $15.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NKE in Q1 2023 and held it in 6 quarters. The position peaked at $21.7K in Q4 2023. 2,209 funds tracked by Wall St. Rank hold NKE as of Q3 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Nike position as of Q3 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 200 Nike shares in Q3 2024, an estimated $15.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Nike in Q1 2023 and held it in 6 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Nike position peaked at $21.7K in Q4 2023.
  • 2,209 funds tracked by Wall St. Rank held Nike as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.