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Peak Financial Advisors’s Nike NKE Stock Holding History

Peak 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
2023
Q3 		– Sell
-22,294
Closed -$2.46M – 67
2023
Q2 		$2.46M Buy
22,294
+12,457
+127% +$1.46M 1.93% 15
2023
Q1 		$1.21M Buy
+9,837
New +$1.21M 1.02% 31

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peak Financial Advisors's NKE Position: Q3 2023 in Review

Peak Financial Advisors sold out of Nike (NKE) in Q3 2023, closing a stake of 22,294 shares — an estimated $2.46M sold.

Peak Financial Advisors first reported a position in NKE in Q1 2023 and held it in 2 quarters. The position peaked at $2.46M in Q2 2023. 2,279 funds tracked by Wall St. Rank hold NKE as of Q3 2023.

  • Peak Financial Advisors reported no remaining Nike position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 22,294 Nike shares in Q3 2023, an estimated $2.46M.
  • Peak Financial Advisors first reported a position in Nike in Q1 2023 and held it in 2 quarters.
  • Peak Financial Advisors's Nike position peaked at $2.46M in Q2 2023.
  • 2,279 funds tracked by Wall St. Rank held Nike as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.