AWM
NICE icon

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 $717B AUM 35.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

AE Wealth Management's NICE Position: Q1 2024 in Review

AE Wealth Management sold out of Nice (NICE) in Q1 2024, closing a stake of 1,601 shares — an estimated $343K sold.

AE Wealth Management first reported a position in NICE in Q2 2020 and held it in 9 quarters. The position peaked at $1.59M in Q1 2023. 435 funds tracked by Wall St. Rank hold NICE as of Q1 2024.

  • AE Wealth Management reported no remaining Nice position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 1,601 Nice shares in Q1 2024, an estimated $343K.
  • AE Wealth Management first reported a position in Nice in Q2 2020 and held it in 9 quarters.
  • AE Wealth Management's Nice position peaked at $1.59M in Q1 2023.
  • 435 funds tracked by Wall St. Rank held Nice as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.