LAS
NKE icon

LWM Advisory Services’s Nike NKE Stock Holding History

LWM Advisory Services’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
-2,481
Closed -$233K – 87
2024
Q1 		$233K Buy
+2,481
New +$252K 0.19% 83
2022
Q1 		– Sell
-1,340
Closed -$223K – 121
2021
Q4 		$223K Buy
+1,340
New +$221K 0.28% 101

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LWM Advisory Services's NKE Position: Q2 2024 in Review

LWM Advisory Services sold out of Nike (NKE) in Q2 2024, closing a stake of 2,481 shares — an estimated $233K sold.

LWM Advisory Services first reported a position in NKE in Q4 2021 and held it in 2 quarters. The position peaked at $233K in Q1 2024. 2,206 funds tracked by Wall St. Rank hold NKE as of Q2 2024.

  • LWM Advisory Services reported no remaining Nike position as of Q2 2024 after selling out during the quarter.
  • LWM Advisory Services sold 2,481 Nike shares in Q2 2024, an estimated $233K.
  • LWM Advisory Services first reported a position in Nike in Q4 2021 and held it in 2 quarters.
  • LWM Advisory Services's Nike position peaked at $233K in Q1 2024.
  • 2,206 funds tracked by Wall St. Rank held Nike as of Q2 2024.

Based on LWM Advisory Services's 13F filing for Q2 2024, filed 8 Aug 2024.