Wheelhouse Advisory Group’s Nike NKE Stock Holding History

Wheelhouse 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
2024 Q2	–	Sell	-3,218	Closed	-$302K	–	40
2024 Q1	$302K	Buy	+3,218	New	+$327K	0.23%	31

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wheelhouse Advisory Group's NKE Position: Q2 2024 in Review

Wheelhouse Advisory Group sold out of Nike (NKE) in Q2 2024, closing a stake of 3,218 shares — an estimated $302K sold.

Wheelhouse Advisory Group first reported a position in NKE in Q1 2024 and held it in 1 quarter. The position peaked at $302K in Q1 2024. 2,206 funds tracked by Wall St. Rank hold NKE as of Q2 2024.

Wheelhouse Advisory Group reported no remaining Nike position as of Q2 2024 after selling out during the quarter.
Wheelhouse Advisory Group sold 3,218 Nike shares in Q2 2024, an estimated $302K.
Wheelhouse Advisory Group first reported a position in Nike in Q1 2024 and held it in 1 quarter.
Wheelhouse Advisory Group's Nike position peaked at $302K in Q1 2024.
2,206 funds tracked by Wall St. Rank held Nike as of Q2 2024.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2024, filed 18 Jul 2024.