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Heritage Oak Wealth Advisors’s Nike NKE Stock Holding History

Heritage Oak 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
Q3 		– Sell
-4,652
Closed -$351K – 191
2024
Q2 		$351K Buy
+4,652
New +$432K 0.18% 75

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
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

Heritage Oak Wealth Advisors's NKE Position: Q3 2024 in Review

Heritage Oak Wealth Advisors sold out of Nike (NKE) in Q3 2024, closing a stake of 4,652 shares — an estimated $351K sold.

Heritage Oak Wealth Advisors first reported a position in NKE in Q2 2024 and held it in 1 quarter. The position peaked at $351K in Q2 2024. 2,208 funds tracked by Wall St. Rank hold NKE as of Q3 2024.

  • Heritage Oak Wealth Advisors reported no remaining Nike position as of Q3 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 4,652 Nike shares in Q3 2024, an estimated $351K.
  • Heritage Oak Wealth Advisors first reported a position in Nike in Q2 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Nike position peaked at $351K in Q2 2024.
  • 2,208 funds tracked by Wall St. Rank held Nike as of Q3 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.