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Capital Wealth Planning’s Nice NICE Stock Holding History

Capital Wealth Planning’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
-2,013
Closed -$461K – 144
2023
Q1 		$461K Buy
+2,013
New +$423K 0.01% 93

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
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
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

Capital Wealth Planning's NICE Position: Q2 2023 in Review

Capital Wealth Planning sold out of Nice (NICE) in Q2 2023, closing a stake of 2,013 shares — an estimated $461K sold.

Capital Wealth Planning first reported a position in NICE in Q1 2023 and held it in 1 quarter. The position peaked at $461K in Q1 2023. 383 funds tracked by Wall St. Rank hold NICE as of Q2 2023.

  • Capital Wealth Planning reported no remaining Nice position as of Q2 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 2,013 Nice shares in Q2 2023, an estimated $461K.
  • Capital Wealth Planning first reported a position in Nice in Q1 2023 and held it in 1 quarter.
  • Capital Wealth Planning's Nice position peaked at $461K in Q1 2023.
  • 383 funds tracked by Wall St. Rank held Nice as of Q2 2023.

Based on Capital Wealth Planning's 13F filing for Q2 2023, filed 4 Aug 2023.