Souders Financial Advisors’s Nike NKE Stock Holding History

Souders 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 Q2	–	Sell	-1,686	Closed	-$207K	–	152
2023 Q1	$207K	Buy	+1,686	New	+$207K	0.04%	144
2022 Q2	–	Sell	-5,431	Closed	-$731K	–	148
2022 Q1	$731K	Sell	5,431 -3,000	-36%	-$422K	0.21%	92
2021 Q4	$1.41M	Buy	8,431 +3,006	+55%	+$496K	0.4%	61
2021 Q3	$788K	Sell	5,425 -1,466	-21%	-$239K	0.25%	77
2021 Q2	$1.06M	Buy	6,891 +1,138	+20%	+$153K	0.36%	61
2021 Q1	$764K	Buy	5,753 +1,012	+21%	+$141K	0.3%	71
2020 Q4	$671K	Sell	4,741 -794	-14%	-$105K	0.29%	66
2020 Q3	$707K	Sell	5,535 -61	-1%	-$6.55K	0.33%	60
2020 Q2	$549K	Buy	5,596 +1,982	+55%	+$183K	0.31%	68
2020 Q1	$299K	Buy	+3,614	New	+$336K	0.26%	72

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Souders Financial Advisors's NKE Position: Q2 2023 in Review

Souders Financial Advisors sold out of Nike (NKE) in Q2 2023, closing a stake of 1,686 shares — an estimated $207K sold.

Souders Financial Advisors first reported a position in NKE in Q1 2020 and held it in 10 quarters. The position peaked at $1.41M in Q4 2021. 2,342 funds tracked by Wall St. Rank hold NKE as of Q2 2023.

Souders Financial Advisors reported no remaining Nike position as of Q2 2023 after selling out during the quarter.
Souders Financial Advisors sold 1,686 Nike shares in Q2 2023, an estimated $207K.
Souders Financial Advisors first reported a position in Nike in Q1 2020 and held it in 10 quarters.
Souders Financial Advisors's Nike position peaked at $1.41M in Q4 2021.
2,342 funds tracked by Wall St. Rank held Nike as of Q2 2023.

Based on Souders Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.