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Kapstone Financial Advisors’s Nike NKE Stock Holding History

Kapstone Financial 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
-3,280
Closed -$247K – 112
2024
Q2 		$247K Hold
3,280
– – 0.16% 87
2024
Q1 		$308K Hold
3,280
– – 0.21% 82
2023
Q4 		$331K Hold
3,280
– – 0.26% 70
2023
Q3 		$314K Hold
3,280
– – 0.28% 68
2023
Q2 		$359K Buy
3,280
+50
+2% +$5.85K 0.3% 66
2023
Q1 		$408K Hold
3,230
– – 0.37% 59
2022
Q4 		$417K Buy
+3,230
New +$325K 0.38% 57

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

Kapstone Financial Advisors's NKE Position: Q3 2024 in Review

Kapstone Financial Advisors sold out of Nike (NKE) in Q3 2024, closing a stake of 3,280 shares — an estimated $247K sold.

Kapstone Financial Advisors first reported a position in NKE in Q4 2022 and held it in 7 quarters. The position peaked at $417K in Q4 2022. 2,208 funds tracked by Wall St. Rank hold NKE as of Q3 2024.

  • Kapstone Financial Advisors reported no remaining Nike position as of Q3 2024 after selling out during the quarter.
  • Kapstone Financial Advisors sold 3,280 Nike shares in Q3 2024, an estimated $247K.
  • Kapstone Financial Advisors first reported a position in Nike in Q4 2022 and held it in 7 quarters.
  • Kapstone Financial Advisors's Nike position peaked at $417K in Q4 2022.
  • 2,208 funds tracked by Wall St. Rank held Nike as of Q3 2024.

Based on Kapstone Financial Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.