West Financial Advisors’s Nike NKE Stock Holding History

West Financial 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
2025 Q1	–	Sell	-600	Closed	-$45.4K	–	216
2024 Q4	$45.4K	Hold	600	–	–	0.01%	98
2024 Q3	$53K	Hold	600	–	–	0.01%	86
2024 Q2	$45.2K	Hold	600	–	–	0.01%	82
2024 Q1	$56.4K	Hold	600	–	–	0.01%	79
2023 Q4	$65.1K	Hold	600	–	–	0.01%	75
2023 Q3	$57.4K	Hold	600	–	–	0.01%	77
2023 Q2	$66.2K	Hold	600	–	–	0.02%	73
2023 Q1	$73.6K	Hold	600	–	–	0.02%	70
2022 Q4	$70.2K	Sell	600 -115	-16%	-$11.6K	0.02%	68
2022 Q3	$59K	Hold	715	–	–	0.02%	93
2022 Q2	$73K	Sell	715 -59	-8%	-$6.98K	0.02%	87
2022 Q1	$104K	Buy	774 +174	+29%	+$24.5K	0.03%	80
2021 Q4	$100K	Hold	600	–	–	0.03%	88
2021 Q3	$87K	Hold	600	–	–	0.03%	83
2021 Q2	$93K	Hold	600	–	–	0.03%	73
2021 Q1	$80K	Hold	600	–	–	0.03%	79
2020 Q4	$85K	Buy	+600	New	+$79.5K	0.03%	78

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

West Financial Advisors's NKE Position: Q1 2025 in Review

West Financial Advisors sold out of Nike (NKE) in Q1 2025, closing a stake of 600 shares — an estimated $45.4K sold.

West Financial Advisors first reported a position in NKE in Q4 2020 and held it in 17 quarters. The position peaked at $104K in Q1 2022. 2,109 funds tracked by Wall St. Rank hold NKE as of Q1 2025.

West Financial Advisors reported no remaining Nike position as of Q1 2025 after selling out during the quarter.
West Financial Advisors sold 600 Nike shares in Q1 2025, an estimated $45.4K.
West Financial Advisors first reported a position in Nike in Q4 2020 and held it in 17 quarters.
West Financial Advisors's Nike position peaked at $104K in Q1 2022.
2,109 funds tracked by Wall St. Rank held Nike as of Q1 2025.

Based on West Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.