Ropes Wealth Advisors’s Nike NKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $769K | Sell |
8,047
-823
| -9% | -$84.7K | 0.15% | 121 |
|
|
2023
Q2 | $979K | Sell |
8,870
-9
| -0.1% | -$1.05K | 0.16% | 119 |
|
|
2023
Q1 | $1.09M | Buy |
8,879
+915
| +11% | +$112K | 0.2% | 107 |
|
|
2022
Q4 | $932K | Buy |
7,964
+152
| +2% | +$15.3K | 0.17% | 119 |
|
|
2022
Q3 | $649K | Buy |
7,812
+2,758
| +55% | +$297K | 0.14% | 131 |
|
|
2022
Q2 | $517K | Buy |
5,054
+416
| +9% | +$49.2K | 0.11% | 167 |
|
|
2022
Q1 | $624K | Sell |
4,638
-717
| -13% | -$101K | 0.11% | 173 |
|
|
2021
Q4 | $892K | Sell |
5,355
-4,149
| -44% | -$684K | 0.16% | 117 |
|
|
2021
Q3 | $1.38M | Sell |
9,504
-151
| -2% | -$24.6K | 0.22% | 93 |
|
|
2021
Q2 | $1.49M | Buy |
9,655
+15
| +0.2% | +$2.02K | 0.24% | 92 |
|
|
2021
Q1 | $1.32M | Buy |
9,640
+1,565
| +19% | +$218K | 0.23% | 95 |
|
|
2020
Q4 | $1.14M | Sell |
8,075
-808
| -9% | -$107K | 0.18% | 88 |
|
|
2020
Q3 | $1.11M | Sell |
8,883
-380
| -4% | -$40.8K | 0.22% | 79 |
|
|
2020
Q2 | $908K | Sell |
9,263
-29
| -0.3% | -$2.68K | 0.19% | 91 |
|
|
2020
Q1 | $769K | Buy |
9,292
+834
| +10% | +$77.6K | 0.19% | 89 |
|
|
2019
Q4 | $857K | Sell |
8,458
-7,340
| -46% | -$692K | 0.18% | 101 |
|
|
2019
Q3 | $1.48M | Sell |
15,798
-500
| -3% | -$42.9K | 0.31% | 64 |
|
|
2019
Q2 | $1.37M | Buy |
16,298
+13
| +0.1% | +$1.09K | 0.29% | 67 |
|
|
2019
Q1 | $1.37M | Hold |
16,285
| – | – | 0.36% | 64 |
|
|
2018
Q4 | $1.21M | Sell |
16,285
-350
| -2% | -$26.2K | 0.35% | 66 |
|
|
2018
Q3 | $1.41M | Sell |
16,635
-1,975
| -11% | -$159K | 0.35% | 68 |
|
|
2018
Q2 | $1.48M | Buy |
18,610
+1,975
| +12% | +$139K | 0.4% | 58 |
|
|
2018
Q1 | $1.1M | Hold |
16,635
| – | – | 0.3% | 78 |
|
|
2017
Q4 | $1.04M | Buy |
16,635
+143
| +0.9% | +$8.22K | 0.27% | 86 |
|
|
2017
Q3 | $855K | Buy |
16,492
+179
| +1% | +$10K | 0.23% | 95 |
|
|
2017
Q2 | $962K | Sell |
16,313
-283
| -2% | -$15.3K | 0.27% | 82 |
|
|
2017
Q1 | $925K | Sell |
16,596
-461
| -3% | -$25.5K | 0.27% | 83 |
|
|
2016
Q4 | $867K | Buy |
17,057
+3,636
| +27% | +$187K | 0.27% | 78 |
|
|
2016
Q3 | $707K | Sell |
13,421
-90
| -0.7% | -$5.08K | 0.24% | 86 |
|
|
2016
Q2 | $746K | Buy |
13,511
+13,276
| +5,649% | +$756K | 0.26% | 83 |
|
|
2016
Q1 | $14K | Buy |
235
+35
| +18% | +$2.11K | 0.01% | 313 |
|
|
2015
Q4 | $13K | Sell |
200
-200
| -50% | -$12.9K | 0.01% | 332 |
|
|
2015
Q3 | $25K | Buy |
400
+200
| +100% | +$11.3K | 0.01% | 298 |
|
|
2015
Q2 | $11K | Sell |
200
-200
| -50% | -$10.2K | 0.01% | 250 |
|
|
2015
Q1 | $20K | Buy |
+400
| New | +$19.1K | 0.01% | 229 |
|
Other funds holding NKE
Ropes Wealth Advisors's NKE Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its Nike (NKE) stake by 9.3% in Q3 2023, selling an estimated $84.7K and leaving 8,047 shares worth $769K. The position accounts for 0.15% of the portfolio, ranked #121.
Ropes Wealth Advisors first reported a position in NKE in Q1 2015 and has held it in 35 quarters since. The position peaked at $1.49M in Q2 2021. 2,278 funds tracked by Wall St. Rank hold NKE as of Q3 2023.
- Ropes Wealth Advisors held 8,047 shares of Nike worth $769K as of Q3 2023.
- Ropes Wealth Advisors sold 823 Nike shares in Q3 2023, an estimated $84.7K.
- Nike made up 0.15% of Ropes Wealth Advisors's portfolio in Q3 2023, its #121 holding.
- Ropes Wealth Advisors first reported a position in Nike in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's Nike position peaked at $1.49M in Q2 2021.
- 2,278 funds tracked by Wall St. Rank held Nike as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.