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Capital Asset Advisory Services’s Nice NICE Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-184
Closed -$52K – 1202
2020
Q4 		$52K Buy
+184
New +$44.7K 0.01% 606

Other funds holding NICE

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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Capital Asset Advisory Services's NICE Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Nice (NICE) in Q1 2021, closing a stake of 184 shares — an estimated $52K sold.

Capital Asset Advisory Services first reported a position in NICE in Q4 2020 and held it in 1 quarter. The position peaked at $52K in Q4 2020. 338 funds tracked by Wall St. Rank hold NICE as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Nice position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 184 Nice shares in Q1 2021, an estimated $52K.
  • Capital Asset Advisory Services first reported a position in Nice in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Nice position peaked at $52K in Q4 2020.
  • 338 funds tracked by Wall St. Rank held Nice as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.