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Holistic Financial Partners’s Nike NKE Stock Holding History

Holistic Financial Partners’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
Q1 		– Sell
-1,424
Closed -$237K – 127
2021
Q4 		$237K Hold
1,424
– – 0.14% 95
2021
Q3 		$207K Sell
1,424
-171
-11% -$27.9K 0.13% 101
2021
Q2 		$246K Hold
1,595
– – 0.15% 96
2021
Q1 		$212K Buy
+1,595
New +$222K 0.14% 101
2018
Q2 		– Sell
-885
Closed -$59K – 252
2018
Q1 		$59K Buy
885
+10
+1% +$660 0.05% 172
2017
Q4 		$55K Buy
+875
New +$50.3K 0.05% 190

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holistic Financial Partners's NKE Position: Q1 2022 in Review

Holistic Financial Partners sold out of Nike (NKE) in Q1 2022, closing a stake of 1,424 shares — an estimated $237K sold.

Holistic Financial Partners first reported a position in NKE in Q4 2017 and held it in 6 quarters. The position peaked at $246K in Q2 2021. 2,397 funds tracked by Wall St. Rank hold NKE as of Q1 2022.

  • Holistic Financial Partners reported no remaining Nike position as of Q1 2022 after selling out during the quarter.
  • Holistic Financial Partners sold 1,424 Nike shares in Q1 2022, an estimated $237K.
  • Holistic Financial Partners first reported a position in Nike in Q4 2017 and held it in 6 quarters.
  • Holistic Financial Partners's Nike position peaked at $246K in Q2 2021.
  • 2,397 funds tracked by Wall St. Rank held Nike as of Q1 2022.

Based on Holistic Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.