Wealthstream Advisors’s Nike NKE Stock Holding History

Wealthstream Advisors’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 Q4	–	Sell	-2,435	Closed	-$215K	–	175
2024 Q3	$215K	Sell	2,435 -254	-9%	-$19.9K	0.04%	140
2024 Q2	$203K	Buy	2,689 +110	+4%	+$10.2K	0.07%	133
2024 Q1	$242K	Sell	2,579 -149	-5%	-$15.2K	0.09%	113
2023 Q4	$296K	Buy	2,728 +103	+4%	+$11.1K	0.12%	104
2023 Q3	$251K	Buy	2,625 +116	+5%	+$11.9K	0.13%	89
2023 Q2	$277K	Buy	+2,509	New	+$293K	0.15%	76
2022 Q1	–	Sell	-1,224	Closed	-$204K	–	73
2021 Q4	$204K	Buy	+1,224	New	+$202K	0.17%	66

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealthstream Advisors's NKE Position: Q4 2024 in Review

Wealthstream Advisors sold out of Nike (NKE) in Q4 2024, closing a stake of 2,435 shares — an estimated $215K sold.

Wealthstream Advisors first reported a position in NKE in Q4 2021 and held it in 7 quarters. The position peaked at $296K in Q4 2023. 2,196 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

Wealthstream Advisors reported no remaining Nike position as of Q4 2024 after selling out during the quarter.
Wealthstream Advisors sold 2,435 Nike shares in Q4 2024, an estimated $215K.
Wealthstream Advisors first reported a position in Nike in Q4 2021 and held it in 7 quarters.
Wealthstream Advisors's Nike position peaked at $296K in Q4 2023.
2,196 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on Wealthstream Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.