Trevian Wealth Management’s Nike NKE Stock Holding History

Trevian 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
2022 Q1	–	Sell	-1,222	Closed	-$203K	–	44
2021 Q4	$203K	Buy	+1,222	New	+$202K	0.19%	40

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trevian Wealth Management's NKE Position: Q1 2022 in Review

Trevian Wealth Management sold out of Nike (NKE) in Q1 2022, closing a stake of 1,222 shares — an estimated $203K sold.

Trevian Wealth Management first reported a position in NKE in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 2,398 funds tracked by Wall St. Rank hold NKE as of Q1 2022.

Trevian Wealth Management reported no remaining Nike position as of Q1 2022 after selling out during the quarter.
Trevian Wealth Management sold 1,222 Nike shares in Q1 2022, an estimated $203K.
Trevian Wealth Management first reported a position in Nike in Q4 2021 and held it in 1 quarter.
Trevian Wealth Management's Nike position peaked at $203K in Q4 2021.
2,398 funds tracked by Wall St. Rank held Nike as of Q1 2022.

Based on Trevian Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.