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BerganKDV Wealth Management’s Nice NICE Stock Holding History

BerganKDV 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
2021
Q3 		– Sell
-5
Closed -$1K – 1078
2021
Q2 		$1K Hold
5
– – ﹤0.01% 932
2021
Q1 		$1K Hold
5
– – ﹤0.01% 879
2020
Q4 		$1K Buy
+5
New +$1.22K ﹤0.01% 881

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BerganKDV Wealth Management's NICE Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Nice (NICE) in Q3 2021, closing a stake of 5 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in NICE in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 320 funds tracked by Wall St. Rank hold NICE as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Nice position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 5 Nice shares in Q3 2021, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Nice in Q4 2020 and held it in 3 quarters.
  • BerganKDV Wealth Management's Nice position peaked at $1K in Q2 2021.
  • 320 funds tracked by Wall St. Rank held Nice as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.