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Atria Wealth Solutions’s Nice NICE Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-1,297
Closed -$223K – 2011
2024
Q2 		$223K Sell
1,297
-161
-11% -$33.1K ﹤0.01% 1691
2024
Q1 		$380K Buy
1,458
+59
+4% +$13.4K ﹤0.01% 1396
2023
Q4 		$279K Sell
1,399
-11
-0.8% -$1.98K ﹤0.01% 1547
2023
Q3 		$240K Sell
1,410
-34
-2% -$6.76K ﹤0.01% 1566
2023
Q2 		$298K Buy
1,444
+40
+3% +$8.25K ﹤0.01% 1443
2023
Q1 		$321K Sell
1,404
-15
-1% -$3.15K ﹤0.01% 1375
2022
Q4 		$273K Sell
1,419
-38
-3% -$7.32K ﹤0.01% 1417
2022
Q3 		$274K Buy
+1,457
New +$304K ﹤0.01% 1356

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Atria Wealth Solutions's NICE Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Nice (NICE) in Q3 2024, closing a stake of 1,297 shares — an estimated $223K sold.

Atria Wealth Solutions first reported a position in NICE in Q3 2022 and held it in 8 quarters. The position peaked at $380K in Q1 2024. 397 funds tracked by Wall St. Rank hold NICE as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Nice position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,297 Nice shares in Q3 2024, an estimated $223K.
  • Atria Wealth Solutions first reported a position in Nice in Q3 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Nice position peaked at $380K in Q1 2024.
  • 397 funds tracked by Wall St. Rank held Nice as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.