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IBEX Wealth Advisors’s Nike NKE Stock Holding History

IBEX 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
-20
Closed -$1.52K – 206
2024
Q2 		$1.52K Buy
+20
New +$1.86K ﹤0.01% 274
2021
Q4 		– Sell
-5
Closed -$1K – 343
2021
Q3 		$1K Sell
5
-1,864
-100% -$304K ﹤0.01% 430
2021
Q2 		$289K Buy
+1,869
New +$252K 0.06% 144
2021
Q1 		– Sell
-15,704
Closed -$2.22M – 123
2020
Q4 		$2.22M Buy
15,704
+386
+3% +$51.1K 0.58% 67
2020
Q3 		$1.92M Sell
15,318
-79
-0.5% -$8.48K 0.56% 66
2020
Q2 		$1.51M Buy
+15,397
New +$1.42M 0.48% 73
2020
Q1 		– Sell
-19,642
Closed -$1.99M – 106
2019
Q4 		$1.99M Buy
19,642
+273
+1% +$25.7K 0.61% 67
2019
Q3 		$1.82M Buy
19,369
+282
+1% +$24.2K 0.6% 69
2019
Q2 		$1.6M Buy
19,087
+104
+0.5% +$8.75K 0.46% 90
2019
Q1 		$1.6M Buy
+18,983
New +$1.57M 0.56% 75
2018
Q4 		– Sell
-17,354
Closed -$1.47M – 94
2018
Q3 		$1.47M Sell
17,354
-135
-0.8% -$10.8K 0.52% 68
2018
Q2 		$1.12M Hold
17,489
– – 0.45% 72
2018
Q1 		$1.12M Buy
17,489
+495
+3% +$32.7K 0.45% 71
2017
Q4 		$1.1M Buy
16,994
+281
+2% +$16.2K 0.49% 57
2017
Q3 		$861K Buy
+16,713
New +$938K 0.32% 82
2017
Q1 		– Sell
-216
Closed -$11K – 265
2016
Q4 		$11K Sell
216
-29,271
-99% -$1.5M 0.01% 278
2016
Q3 		$1.55M Buy
+29,487
New +$1.66M 0.85% 44

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

IBEX Wealth Advisors's NKE Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Nike (NKE) in Q3 2024, closing a stake of 20 shares — an estimated $1.52K sold.

IBEX Wealth Advisors first reported a position in NKE in Q3 2016 and held it in 17 quarters. The position peaked at $2.22M in Q4 2020. 2,207 funds tracked by Wall St. Rank hold NKE as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Nike position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 20 Nike shares in Q3 2024, an estimated $1.52K.
  • IBEX Wealth Advisors first reported a position in Nike in Q3 2016 and held it in 17 quarters.
  • IBEX Wealth Advisors's Nike position peaked at $2.22M in Q4 2020.
  • 2,207 funds tracked by Wall St. Rank held Nike as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.