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NKE icon

Wealthquest’s Nike NKE Stock Holding History

Wealthquest’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
Q4 		– Sell
-3,342
Closed -$320K – 136
2023
Q3 		$320K Buy
3,342
+11
+0.3% +$1.13K 0.04% 100
2023
Q2 		$368K Buy
3,331
+1
+0% +$117 0.04% 83
2023
Q1 		$408K Hold
3,330
– – 0.05% 79
2022
Q4 		$390K Sell
3,330
-203
-6% -$20.4K 0.05% 85
2022
Q3 		$293K Sell
3,533
-15
-0.4% -$1.61K 0.04% 94
2022
Q2 		$362K Sell
3,548
-238
-6% -$28.1K 0.05% 86
2022
Q1 		$631K Hold
3,786
– – 0.1% 69
2021
Q4 		$631K Buy
3,786
+79
+2% +$13K 0.1% 69
2021
Q3 		$538K Sell
3,707
-21
-0.6% -$3.42K 0.09% 74
2021
Q2 		$576K Buy
3,728
+63
+2% +$8.48K 0.1% 72
2021
Q1 		$487K Buy
3,665
+6
+0.2% +$834 0.09% 80
2020
Q4 		$517K Buy
3,659
+21
+0.6% +$2.78K 0.11% 73
2020
Q3 		$456K Hold
3,638
– – 0.11% 70
2020
Q2 		$356K Buy
+3,638
New +$336K 0.09% 75
2019
Q4 		$368K Sell
3,638
-7
-0.2% -$660 0.11% 91
2019
Q3 		$342K Sell
3,645
-297
-8% -$25.5K 0.11% 93
2019
Q2 		$331K Buy
3,942
+288
+8% +$24.2K 0.13% 95
2019
Q1 		$307K Hold
3,654
– – 0.12% 94
2018
Q4 		$270K Buy
+3,654
New +$273K 0.11% 103

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wealthquest's NKE Position: Q4 2023 in Review

Wealthquest sold out of Nike (NKE) in Q4 2023, closing a stake of 3,342 shares — an estimated $320K sold.

Wealthquest first reported a position in NKE in Q4 2018 and held it in 19 quarters. The position peaked at $631K in Q1 2022. 2,436 funds tracked by Wall St. Rank hold NKE as of Q4 2023.

  • Wealthquest reported no remaining Nike position as of Q4 2023 after selling out during the quarter.
  • Wealthquest sold 3,342 Nike shares in Q4 2023, an estimated $320K.
  • Wealthquest first reported a position in Nike in Q4 2018 and held it in 19 quarters.
  • Wealthquest's Nike position peaked at $631K in Q1 2022.
  • 2,436 funds tracked by Wall St. Rank held Nike as of Q4 2023.

Based on Wealthquest's 13F filing for Q4 2023, filed 16 Feb 2024.