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KWB Wealth’s Nike NKE Stock Holding History

KWB Wealth’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
Q4 		– Sell
-4,183
Closed -$462K – 134
2023
Q3 		$462K Sell
4,183
-267
-6% -$27.5K 0.07% 75
2023
Q2 		$491K Buy
4,450
+841
+23% +$98.4K 0.08% 74
2023
Q1 		$422K Hold
3,609
– – 0.08% 81
2022
Q4 		$422K Buy
3,609
+15
+0.4% +$1.51K 0.08% 73
2022
Q3 		$299K Buy
3,594
+105
+3% +$11.3K 0.06% 82
2022
Q2 		$357K Buy
3,489
+474
+16% +$56.1K 0.07% 78
2022
Q1 		$503K Hold
3,015
– – 0.08% 54
2021
Q4 		$503K Buy
3,015
+7
+0.2% +$1.16K 0.08% 54
2021
Q3 		$437K Buy
3,008
+302
+11% +$49.2K 0.08% 59
2021
Q2 		$360K Hold
2,706
– – 0.07% 57
2021
Q1 		$360K Buy
2,706
+314
+13% +$43.7K 0.07% 57
2020
Q4 		$338K Buy
+2,392
New +$317K 0.07% 58

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KWB Wealth's NKE Position: Q4 2023 in Review

KWB Wealth sold out of Nike (NKE) in Q4 2023, closing a stake of 4,183 shares — an estimated $462K sold.

KWB Wealth first reported a position in NKE in Q4 2020 and held it in 12 quarters. The position peaked at $503K in Q1 2022. 2,436 funds tracked by Wall St. Rank hold NKE as of Q4 2023.

  • KWB Wealth reported no remaining Nike position as of Q4 2023 after selling out during the quarter.
  • KWB Wealth sold 4,183 Nike shares in Q4 2023, an estimated $462K.
  • KWB Wealth first reported a position in Nike in Q4 2020 and held it in 12 quarters.
  • KWB Wealth's Nike position peaked at $503K in Q1 2022.
  • 2,436 funds tracked by Wall St. Rank held Nike as of Q4 2023.

Based on KWB Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.