Altium Wealth Management’s Nice NICE Stock Holding History

Altium 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
2022 Q2	$374K	Sell	1,944 -405	-17%	-$82K	0.03%	276
2022 Q1	$514K	Sell	2,349 -1,637	-41%	-$397K	0.03%	257
2021 Q4	$1.21M	Buy	3,986 +321	+9%	+$92.7K	0.08%	130
2021 Q3	$1.04M	Buy	3,665 +221	+6%	+$61.3K	0.07%	130
2021 Q2	$852K	Buy	3,444 +246	+8%	+$56.7K	0.06%	147
2021 Q1	$697K	Buy	3,198 +88	+3%	+$22K	0.06%	162
2020 Q4	$882K	Buy	3,110 +83	+3%	+$20.2K	0.08%	112
2020 Q3	$687K	Buy	3,027 +177	+6%	+$37.6K	0.07%	122
2020 Q2	$539K	Buy	2,850 +746	+35%	+$131K	0.06%	147
2020 Q1	$302K	Buy	+2,104	New	+$340K	0.04%	211

Other funds holding NICE

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

MIFH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Altium Wealth Management's NICE Position: Q2 2022 in Review

Altium Wealth Management reduced its Nice (NICE) stake by 17% in Q2 2022, selling an estimated $82K and leaving 1,944 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #276.

Altium Wealth Management first reported a position in NICE in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2021. 341 funds tracked by Wall St. Rank hold NICE as of Q2 2022.

Altium Wealth Management held 1,944 shares of Nice worth $374K as of Q2 2022.
Altium Wealth Management sold 405 Nice shares in Q2 2022, an estimated $82K.
Nice made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #276 holding.
Altium Wealth Management first reported a position in Nice in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's Nice position peaked at $1.21M in Q4 2021.
341 funds tracked by Wall St. Rank held Nice as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.