WR Wealth Planners’s Nike NKE Stock Holding History

WR Wealth Planners’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	$22.3K	Sell	294 -745	-72%	-$58.5K	0.01%	445
2024 Q3	$91.9K	Sell	1,039 -193	-16%	-$15.1K	0.03%	269
2024 Q2	$92.9K	Sell	1,232 -73	-6%	-$6.78K	0.03%	258
2024 Q1	$123K	Buy	+1,305	New	+$133K	0.04%	231
2023 Q4	–	Sell	-1,715	Closed	-$164K	–	618
2023 Q3	$164K	Buy	1,715 +17	+1%	+$1.75K	0.06%	192
2023 Q2	$187K	Buy	1,698 +1,005	+145%	+$118K	0.07%	177
2023 Q1	$85K	Buy	693 +444	+178%	+$54.6K	0.04%	258
2022 Q4	$29.1K	Sell	249 -2,743	-92%	-$276K	0.02%	199
2022 Q3	$249K	Buy	2,992 +191	+7%	+$20.6K	0.18%	92
2022 Q2	$286K	Buy	2,801 +51	+2%	+$6.03K	0.19%	91
2022 Q1	$370K	Buy	+2,750	New	+$386K	0.22%	77

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

WR Wealth Planners's NKE Position: Q4 2024 in Review

WR Wealth Planners reduced its Nike (NKE) stake by 72% in Q4 2024, selling an estimated $58.5K and leaving 294 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #445.

WR Wealth Planners first reported a position in NKE in Q1 2022 and has held it in 11 quarters since. The position peaked at $370K in Q1 2022. 2,196 funds tracked by Wall St. Rank hold NKE as of Q4 2024.

WR Wealth Planners held 294 shares of Nike worth $22.3K as of Q4 2024.
WR Wealth Planners sold 745 Nike shares in Q4 2024, an estimated $58.5K.
Nike made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #445 holding.
WR Wealth Planners first reported a position in Nike in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Nike position peaked at $370K in Q1 2022.
2,196 funds tracked by Wall St. Rank held Nike as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.