SWM
NKE icon

Soundmark Wealth Management’s Nike NKE Stock Holding History

Soundmark Wealth Management’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
2021
Q4 		– Sell
-5,744
Closed -$834K – 68
2021
Q3 		$834K Buy
5,744
+82
+1% +$13.4K 0.3% 40
2021
Q2 		$883K Buy
5,662
+12
+0.2% +$1.61K 0.36% 34
2021
Q1 		$751K Hold
5,650
– – 0.41% 36
2020
Q4 		$799K Buy
+5,650
New +$749K 0.51% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Soundmark Wealth Management's NKE Position: Q4 2021 in Review

Soundmark Wealth Management sold out of Nike (NKE) in Q4 2021, closing a stake of 5,744 shares — an estimated $834K sold.

Soundmark Wealth Management first reported a position in NKE in Q4 2020 and held it in 4 quarters. The position peaked at $883K in Q2 2021. 2,490 funds tracked by Wall St. Rank hold NKE as of Q4 2021.

  • Soundmark Wealth Management reported no remaining Nike position as of Q4 2021 after selling out during the quarter.
  • Soundmark Wealth Management sold 5,744 Nike shares in Q4 2021, an estimated $834K.
  • Soundmark Wealth Management first reported a position in Nike in Q4 2020 and held it in 4 quarters.
  • Soundmark Wealth Management's Nike position peaked at $883K in Q2 2021.
  • 2,490 funds tracked by Wall St. Rank held Nike as of Q4 2021.

Based on Soundmark Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.