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Worth Financial Advisory Group’s Nike NKE Stock Holding History

Worth 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
2024
Q4 		– Sell
-3,006
Closed -$266K – 165
2024
Q3 		$266K Sell
3,006
-203
-6% -$15.9K 0.16% 139
2024
Q2 		$242K Sell
3,209
-175
-5% -$16.3K 0.16% 129
2024
Q1 		$318K Sell
3,384
-293
-8% -$29.8K 0.22% 102
2023
Q4 		$399K Sell
3,677
-113
-3% -$12.1K 0.32% 84
2023
Q3 		$362K Sell
3,790
-1,047
-22% -$108K 0.33% 84
2023
Q2 		$534K Sell
4,837
-546
-10% -$63.9K 0.5% 58
2023
Q1 		$660K Buy
5,383
+121
+2% +$14.9K 0.63% 42
2022
Q4 		$616K Buy
+5,262
New +$530K 0.72% 41

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
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
Norges Bank Oslo, Norway $935B AUM

Worth Financial Advisory Group's NKE Position: Q4 2024 in Review

Worth Financial Advisory Group sold out of Nike (NKE) in Q4 2024, closing a stake of 3,006 shares — an estimated $266K sold.

Worth Financial Advisory Group first reported a position in NKE in Q4 2022 and held it in 8 quarters. The position peaked at $660K in Q1 2023. 2,196 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

  • Worth Financial Advisory Group reported no remaining Nike position as of Q4 2024 after selling out during the quarter.
  • Worth Financial Advisory Group sold 3,006 Nike shares in Q4 2024, an estimated $266K.
  • Worth Financial Advisory Group first reported a position in Nike in Q4 2022 and held it in 8 quarters.
  • Worth Financial Advisory Group's Nike position peaked at $660K in Q1 2023.
  • 2,196 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on Worth Financial Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.