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Wescott Financial Advisory Group’s Nike NKE Stock Holding History

Wescott Financial Advisory 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
2023
Q2 		– Sell
-1,726
Closed -$212K – 165
2023
Q1 		$212K Sell
1,726
-20
-1% -$2.46K 0.05% 146
2022
Q4 		$204K Buy
+1,746
New +$176K 0.04% 143
2022
Q2 		– Sell
-1,717
Closed -$231K – 138
2022
Q1 		$231K Buy
+1,717
New +$241K 0.06% 118

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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wescott Financial Advisory Group's NKE Position: Q2 2023 in Review

Wescott Financial Advisory Group sold out of Nike (NKE) in Q2 2023, closing a stake of 1,726 shares — an estimated $212K sold.

Wescott Financial Advisory Group first reported a position in NKE in Q1 2022 and held it in 3 quarters. The position peaked at $231K in Q1 2022. 2,342 funds tracked by Wall St. Rank hold NKE as of Q2 2023.

  • Wescott Financial Advisory Group reported no remaining Nike position as of Q2 2023 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 1,726 Nike shares in Q2 2023, an estimated $212K.
  • Wescott Financial Advisory Group first reported a position in Nike in Q1 2022 and held it in 3 quarters.
  • Wescott Financial Advisory Group's Nike position peaked at $231K in Q1 2022.
  • 2,342 funds tracked by Wall St. Rank held Nike as of Q2 2023.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.