Walled Lake Planning & Wealth Management’s Nike NKE Stock Holding History

Walled Lake Planning & 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	-1,305	Closed	-$218K	–	97
2021 Q4	$218K	Buy	1,305 +4	+0.3%	+$660	0.13%	89
2021 Q3	$189K	Buy	1,301 +2	+0.2%	+$326	0.12%	81
2021 Q2	$201K	Buy	1,299 +2	+0.2%	+$269	0.13%	76
2021 Q1	$172K	Hold	1,297	–	–	0.12%	78
2020 Q4	$183K	Buy	1,297 +5	+0.4%	+$662	0.14%	75
2020 Q3	$162K	Buy	1,292 +2	+0.2%	+$215	0.13%	73
2020 Q2	$126K	Buy	1,290 +4	+0.3%	+$369	0.11%	83
2020 Q1	$106K	Buy	1,286 +2	+0.2%	+$186	0.1%	82
2019 Q4	$130K	Buy	+1,284	New	+$121K	0.09%	82

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

Walled Lake Planning & Wealth Management's NKE Position: Q1 2022 in Review

Walled Lake Planning & Wealth Management sold out of Nike (NKE) in Q1 2022, closing a stake of 1,305 shares — an estimated $218K sold.

Walled Lake Planning & Wealth Management first reported a position in NKE in Q4 2019 and held it in 9 quarters. The position peaked at $218K in Q4 2021. 2,398 funds tracked by Wall St. Rank hold NKE as of Q1 2022.

Walled Lake Planning & Wealth Management reported no remaining Nike position as of Q1 2022 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,305 Nike shares in Q1 2022, an estimated $218K.
Walled Lake Planning & Wealth Management first reported a position in Nike in Q4 2019 and held it in 9 quarters.
Walled Lake Planning & Wealth Management's Nike position peaked at $218K in Q4 2021.
2,398 funds tracked by Wall St. Rank held Nike as of Q1 2022.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.