Intercontinental Wealth Advisors’s Nike NKE Stock Holding History

Intercontinental 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
2023 Q2	$505K	Sell	4,575 -13	-0.3%	-$1.52K	0.12%	184
2023 Q1	$563K	Buy	4,588 +24	+0.5%	+$2.95K	0.14%	168
2022 Q4	$534K	Buy	4,564 +48	+1%	+$4.83K	0.16%	153
2022 Q3	$375K	Sell	4,516 -24	-0.5%	-$2.58K	0.12%	196
2022 Q2	$464K	Buy	4,540 +513	+13%	+$60.7K	0.13%	172
2022 Q1	$542K	Sell	4,027 -27	-0.7%	-$3.79K	0.12%	172
2021 Q4	$676K	Sell	4,054 -3	-0.1%	-$495	0.14%	145
2021 Q3	$589K	Sell	4,057 -439	-10%	-$71.6K	0.14%	147
2021 Q2	$695K	Buy	4,496 +1,343	+43%	+$181K	0.14%	123
2021 Q1	$419K	Buy	3,153 +642	+26%	+$89.3K	0.09%	179
2020 Q4	$355K	Buy	+2,511	New	+$333K	0.09%	181
2018 Q1	–	Sell	-3,650	Closed	-$228K	–	146
2017 Q4	$228K	Buy	+3,650	New	+$210K	0.13%	125
2017 Q3	–	Sell	-3,650	Closed	-$215K	–	140
2017 Q2	$215K	Hold	3,650	–	–	0.14%	110
2017 Q1	$203K	Buy	+3,650	New	+$202K	0.12%	135

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Intercontinental Wealth Advisors's NKE Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Nike (NKE) stake by 0.28% in Q2 2023, selling an estimated $1.52K and leaving 4,575 shares worth $505K. The position accounts for 0.12% of the portfolio, ranked #184.

Intercontinental Wealth Advisors first reported a position in NKE in Q1 2017 and has held it in 14 quarters since. The position peaked at $695K in Q2 2021. 2,342 funds tracked by Wall St. Rank hold NKE as of Q2 2023.

Intercontinental Wealth Advisors held 4,575 shares of Nike worth $505K as of Q2 2023.
Intercontinental Wealth Advisors sold 13 Nike shares in Q2 2023, an estimated $1.52K.
Nike made up 0.12% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #184 holding.
Intercontinental Wealth Advisors first reported a position in Nike in Q1 2017 and has held it in 14 quarters since.
Intercontinental Wealth Advisors's Nike position peaked at $695K in Q2 2021.
2,342 funds tracked by Wall St. Rank held Nike as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.