AE Wealth Management’s Nice NICE Stock Holding History

AE Wealth Management’s Portfolio NICE Stock Details NICE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,601	Closed	-$343K	–	1699
2023 Q4	$343K	Sell	1,601 -778	-33%	-$140K	﹤0.01%	1641
2023 Q3	$404K	Buy	2,379 +781	+49%	+$155K	﹤0.01%	1492
2023 Q2	$330K	Sell	1,598 -5,348	-77%	-$1.1M	﹤0.01%	1573
2023 Q1	$1.59M	Buy	6,946 +1,149	+20%	+$241K	0.01%	877
2022 Q4	$1.11M	Sell	5,797 -1,852	-24%	-$357K	0.01%	940
2022 Q3	$1.44M	Buy	+7,649	New	+$1.6M	0.01%	813
2021 Q3	–	Sell	-4,148	Closed	-$1.03M	–	1693
2021 Q2	$1.03M	Buy	4,148 +810	+24%	+$187K	0.01%	830
2021 Q1	$728K	Buy	+3,338	New	+$836K	0.01%	877
2020 Q3	–	Sell	-4,745	Closed	-$898K	–	1341
2020 Q2	$898K	Buy	+4,745	New	+$831K	0.01%	662

Other funds holding NICE

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments

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

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Capital International Investors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return