Capstone Investment Advisors
NICE icon

Capstone Investment Advisors’s Nice NICE Stock Holding History

Capstone Investment Advisors’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
-2,500
Closed -$430K – 2105
2024
Q2 		$430K Buy
+2,500
New +$514K ﹤0.01% 1391
2023
Q3 		– Sell
-5,164
Closed -$1.07M – 2229
2023
Q2 		$1.07M Buy
+5,164
New +$1.07M 0.01% 855
2023
Q1 		– Sell
-4,200
Closed -$808K – 1641
2022
Q4 		$808K Hold
4,200
– – 0.01% 997
2022
Q3 		$791K Hold
4,200
– – ﹤0.01% 1119
2022
Q2 		$808K Buy
+4,200
New +$850K ﹤0.01% 1090

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capstone Investment Advisors's NICE Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Nice (NICE) in Q3 2024, closing a stake of 2,500 shares — an estimated $430K sold.

Capstone Investment Advisors first reported a position in NICE in Q2 2022 and held it in 5 quarters. The position peaked at $1.07M in Q2 2023. 397 funds tracked by Wall St. Rank hold NICE as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Nice position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,500 Nice shares in Q3 2024, an estimated $430K.
  • Capstone Investment Advisors first reported a position in Nice in Q2 2022 and held it in 5 quarters.
  • Capstone Investment Advisors's Nice position peaked at $1.07M in Q2 2023.
  • 397 funds tracked by Wall St. Rank held Nice as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.