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Strata Wealth Advisors’s Nike NKE Stock Holding History

Strata 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
2023
Q1 		$459K Sell
3,746
-387
-9% -$47.6K 0.24% 34
2022
Q4 		$484K Buy
+4,133
New +$416K 0.27% 27

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strata Wealth Advisors's NKE Position: Q1 2023 in Review

Strata Wealth Advisors reduced its Nike (NKE) stake by 9.4% in Q1 2023, selling an estimated $47.6K and leaving 3,746 shares worth $459K. The position accounts for 0.24% of the portfolio, ranked #34.

Strata Wealth Advisors first reported a position in NKE in Q4 2022 and has held it in 2 quarters since. The position peaked at $484K in Q4 2022. 2,399 funds tracked by Wall St. Rank hold NKE as of Q1 2023.

  • Strata Wealth Advisors held 3,746 shares of Nike worth $459K as of Q1 2023.
  • Strata Wealth Advisors sold 387 Nike shares in Q1 2023, an estimated $47.6K.
  • Nike made up 0.24% of Strata Wealth Advisors's portfolio in Q1 2023, its #34 holding.
  • Strata Wealth Advisors first reported a position in Nike in Q4 2022 and has held it in 2 quarters since.
  • Strata Wealth Advisors's Nike position peaked at $484K in Q4 2022.
  • 2,399 funds tracked by Wall St. Rank held Nike as of Q1 2023.

Based on Strata Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.