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Synergy Financial Group’s Nike NKE Stock Holding History

Synergy Financial Group’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
Q2 		– Sell
-4,719
Closed -$443K – 85
2024
Q1 		$443K Buy
4,719
+15
+0.3% +$1.53K 0.5% 46
2023
Q4 		$511K Buy
4,704
+27
+0.6% +$2.9K 0.63% 36
2023
Q3 		$447K Hold
4,677
– – 0.62% 37
2023
Q2 		$516K Sell
4,677
-223
-5% -$26.1K 0.7% 36
2023
Q1 		$601K Sell
4,900
-833
-15% -$102K 0.98% 26
2022
Q4 		$671K Sell
5,733
-170
-3% -$17.1K 1.32% 21
2022
Q3 		$491K Buy
5,903
+412
+8% +$44.4K 0.74% 42
2022
Q2 		$561K Buy
5,491
+310
+6% +$36.7K 0.88% 35
2022
Q1 		$697K Buy
5,181
+472
+10% +$66.3K 0.73% 37
2021
Q4 		$785K Buy
+4,709
New +$777K 0.7% 41

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Synergy Financial Group's NKE Position: Q2 2024 in Review

Synergy Financial Group sold out of Nike (NKE) in Q2 2024, closing a stake of 4,719 shares — an estimated $443K sold.

Synergy Financial Group first reported a position in NKE in Q4 2021 and held it in 10 quarters. The position peaked at $785K in Q4 2021. 2,205 funds tracked by Wall St. Rank hold NKE as of Q2 2024.

  • Synergy Financial Group reported no remaining Nike position as of Q2 2024 after selling out during the quarter.
  • Synergy Financial Group sold 4,719 Nike shares in Q2 2024, an estimated $443K.
  • Synergy Financial Group first reported a position in Nike in Q4 2021 and held it in 10 quarters.
  • Synergy Financial Group's Nike position peaked at $785K in Q4 2021.
  • 2,205 funds tracked by Wall St. Rank held Nike as of Q2 2024.

Based on Synergy Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.