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Cassady Schiller Wealth Management’s Nice NICE Stock Holding History

Cassady Schiller 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
2024
Q4 		$2.04K Hold
12
– – ﹤0.01% 569
2024
Q3 		$2.08K Hold
12
– – ﹤0.01% 390
2024
Q2 		$2.06K Hold
12
– – ﹤0.01% 395
2024
Q1 		$3.13K Buy
+12
New +$2.72K ﹤0.01% 398

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassady Schiller Wealth Management's NICE Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Nice (NICE) position steady in Q4 2024 at 12 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Cassady Schiller Wealth Management first reported a position in NICE in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.13K in Q1 2024. 407 funds tracked by Wall St. Rank hold NICE as of Q4 2024.

  • Cassady Schiller Wealth Management held 12 shares of Nice worth $2.04K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Nice share count unchanged in Q4 2024.
  • Nice made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #569 holding.
  • Cassady Schiller Wealth Management first reported a position in Nice in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's Nice position peaked at $3.13K in Q1 2024.
  • 407 funds tracked by Wall St. Rank held Nice as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.