San Luis Wealth Advisors’s Nike NKE Stock Holding History

San Luis Wealth 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 Q4	–	Sell	-2,365	Closed	-$201K	–	151
2024 Q3	$201K	Buy	+2,365	New	+$185K	0.04%	135
2022 Q2	–	Sell	-2,814	Closed	-$469K	–	306
2022 Q1	$469K	Buy	+2,814	New	+$395K	0.23%	89
2021 Q4	–	Sell	-4,246	Closed	-$617K	–	133
2021 Q3	$617K	Buy	+4,246	New	+$692K	0.34%	75
2020 Q4	$413K	Buy	+2,921	New	+$387K	0.27%	95

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

San Luis Wealth Advisors's NKE Position: Q4 2024 in Review

San Luis Wealth Advisors sold out of Nike (NKE) in Q4 2024, closing a stake of 2,365 shares — an estimated $201K sold.

San Luis Wealth Advisors first reported a position in NKE in Q4 2020 and held it in 4 quarters. The position peaked at $617K in Q3 2021. 2,196 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

San Luis Wealth Advisors reported no remaining Nike position as of Q4 2024 after selling out during the quarter.
San Luis Wealth Advisors sold 2,365 Nike shares in Q4 2024, an estimated $201K.
San Luis Wealth Advisors first reported a position in Nike in Q4 2020 and held it in 4 quarters.
San Luis Wealth Advisors's Nike position peaked at $617K in Q3 2021.
2,196 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on San Luis Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.