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Invenio Wealth Partners’s Nike NKE Stock Holding History

Invenio Wealth 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
2024
Q2 		– Sell
-2,725
Closed -$256K – 97
2024
Q1 		$256K Sell
2,725
-136
-5% -$13.8K 0.14% 80
2023
Q4 		$311K Sell
2,861
-123
-4% -$13.2K 0.22% 66
2023
Q3 		$285K Sell
2,984
-429
-13% -$44.1K 0.26% 66
2023
Q2 		$377K Buy
+3,413
New +$399K 0.43% 47

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invenio Wealth Partners's NKE Position: Q2 2024 in Review

Invenio Wealth Partners sold out of Nike (NKE) in Q2 2024, closing a stake of 2,725 shares — an estimated $256K sold.

Invenio Wealth Partners first reported a position in NKE in Q2 2023 and held it in 4 quarters. The position peaked at $377K in Q2 2023. 2,210 funds tracked by Wall St. Rank hold NKE as of Q2 2024.

  • Invenio Wealth Partners reported no remaining Nike position as of Q2 2024 after selling out during the quarter.
  • Invenio Wealth Partners sold 2,725 Nike shares in Q2 2024, an estimated $256K.
  • Invenio Wealth Partners first reported a position in Nike in Q2 2023 and held it in 4 quarters.
  • Invenio Wealth Partners's Nike position peaked at $377K in Q2 2023.
  • 2,210 funds tracked by Wall St. Rank held Nike as of Q2 2024.

Based on Invenio Wealth Partners's 13F filing for Q2 2024, filed 12 Aug 2024.