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Investmark Advisory Group’s Nike NKE Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-1,997
Closed -$217K – 121
2023
Q4 		$217K Buy
+1,997
New +$215K 0.13% 109
2023
Q3 		– Sell
-1,870
Closed -$206K – 108
2023
Q2 		$206K Sell
1,870
-100
-5% -$11.7K 0.14% 100
2023
Q1 		$242K Hold
1,970
– – 0.18% 85
2022
Q4 		$231K Buy
+1,970
New +$198K 0.17% 88
2022
Q2 		– Sell
-1,616
Closed -$217K – 96
2022
Q1 		$217K Sell
1,616
-61
-4% -$8.57K 0.22% 82
2021
Q4 		$279K Buy
+1,677
New +$277K 0.26% 67

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Investmark Advisory Group's NKE Position: Q1 2024 in Review

Investmark Advisory Group sold out of Nike (NKE) in Q1 2024, closing a stake of 1,997 shares — an estimated $217K sold.

Investmark Advisory Group first reported a position in NKE in Q4 2021 and held it in 6 quarters. The position peaked at $279K in Q4 2021. 2,342 funds tracked by Wall St. Rank hold NKE as of Q1 2024.

  • Investmark Advisory Group reported no remaining Nike position as of Q1 2024 after selling out during the quarter.
  • Investmark Advisory Group sold 1,997 Nike shares in Q1 2024, an estimated $217K.
  • Investmark Advisory Group first reported a position in Nike in Q4 2021 and held it in 6 quarters.
  • Investmark Advisory Group's Nike position peaked at $279K in Q4 2021.
  • 2,342 funds tracked by Wall St. Rank held Nike as of Q1 2024.

Based on Investmark Advisory Group's 13F filing for Q1 2024, filed 17 May 2024.