Baker Tilly Wealth Management’s Nice NICE Stock Holding History

Baker Tilly 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
2023 Q2	–	Sell	-920	Closed	-$211K	–	566
2023 Q1	$211K	Sell	920 -275	-23%	-$57.8K	0.02%	514
2022 Q4	$230K	Sell	1,195 -24	-2%	-$4.62K	0.03%	488
2022 Q3	$229K	Sell	1,219 -61	-5%	-$12.7K	0.03%	454
2022 Q2	$246K	Sell	1,280 -33	-3%	-$6.68K	0.03%	437
2022 Q1	$288K	Buy	1,313 +204	+18%	+$49.4K	0.03%	436
2021 Q4	$337K	Buy	+1,109	New	+$320K	0.04%	413

Other funds holding NICE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Baker Tilly Wealth Management's NICE Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of Nice (NICE) in Q2 2023, closing a stake of 920 shares — an estimated $211K sold.

Baker Tilly Wealth Management first reported a position in NICE in Q4 2021 and held it in 6 quarters. The position peaked at $337K in Q4 2021. 383 funds tracked by Wall St. Rank hold NICE as of Q2 2023.

Baker Tilly Wealth Management reported no remaining Nice position as of Q2 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 920 Nice shares in Q2 2023, an estimated $211K.
Baker Tilly Wealth Management first reported a position in Nice in Q4 2021 and held it in 6 quarters.
Baker Tilly Wealth Management's Nice position peaked at $337K in Q4 2021.
383 funds tracked by Wall St. Rank held Nice as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.