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Summit Wealth & Retirement Planning’s Nike NKE Stock Holding History

Summit Wealth & Retirement Planning’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
2022
Q1 		– Sell
-1,290
Closed -$215K – 106
2021
Q4 		$215K Buy
+1,290
New +$213K 0.07% 84
2021
Q3 		– Sell
-1,553
Closed -$240K – 87
2021
Q2 		$240K Sell
1,553
-133
-8% -$17.9K 0.09% 74
2021
Q1 		$224K Sell
1,686
-20
-1% -$2.78K 0.08% 93
2020
Q4 		$241K Hold
1,706
– – 0.09% 104
2020
Q3 		$214K Buy
+1,706
New +$183K 0.09% 100

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth & Retirement Planning's NKE Position: Q1 2022 in Review

Summit Wealth & Retirement Planning sold out of Nike (NKE) in Q1 2022, closing a stake of 1,290 shares — an estimated $215K sold.

Summit Wealth & Retirement Planning first reported a position in NKE in Q3 2020 and held it in 5 quarters. The position peaked at $241K in Q4 2020. 2,398 funds tracked by Wall St. Rank hold NKE as of Q1 2022.

  • Summit Wealth & Retirement Planning reported no remaining Nike position as of Q1 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,290 Nike shares in Q1 2022, an estimated $215K.
  • Summit Wealth & Retirement Planning first reported a position in Nike in Q3 2020 and held it in 5 quarters.
  • Summit Wealth & Retirement Planning's Nike position peaked at $241K in Q4 2020.
  • 2,398 funds tracked by Wall St. Rank held Nike as of Q1 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2022, filed 12 May 2022.