Heritage Wealth Management (Arizona)’s Nike NKE Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$101K	Buy	860 +374	+77%	+$37.7K	0.01%	413
2022 Q3	$40K	Buy	486 +14	+3%	+$1.51K	0.01%	433
2022 Q2	$48.2K	Sell	472 -6	-1%	-$710	0.02%	424
2022 Q1	$64K	Buy	+478	New	+$67.2K	0.02%	434
2021 Q3	$69K	Hold	472	–	–	0.02%	406
2021 Q2	$73K	Hold	472	–	–	0.03%	398
2021 Q1	$63K	Buy	+472	New	+$65.6K	0.04%	330

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s NKE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Nike (NKE) stake by 77% in Q4 2022, buying an estimated $37.7K and bringing the position to 860 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #413.

Heritage Wealth Management (Arizona) first reported a position in NKE in Q1 2021 and has held it in 7 quarters since. 2,342 funds tracked by Wall St. Rank hold NKE as of Q4 2022.

Heritage Wealth Management (Arizona) held 860 shares of Nike worth $101K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 374 Nike shares in Q4 2022, an estimated $37.7K.
Nike made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #413 holding.
Heritage Wealth Management (Arizona) first reported a position in Nike in Q1 2021 and has held it in 7 quarters since.
2,342 funds tracked by Wall St. Rank held Nike as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.