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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 $645B AUM 30.41% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return