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CM Wealth Advisors’s Nice NICE Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-5,399
Closed -$1.08M – 338
2023
Q1 		$1.08M Buy
+5,399
New +$1.13M 0.21% 140

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

CM Wealth Advisors's NICE Position: Q2 2023 in Review

CM Wealth Advisors sold out of Nice (NICE) in Q2 2023, closing a stake of 5,399 shares — an estimated $1.08M sold.

CM Wealth Advisors first reported a position in NICE in Q1 2023 and held it in 1 quarter. The position peaked at $1.08M in Q1 2023. 383 funds tracked by Wall St. Rank hold NICE as of Q2 2023.

  • CM Wealth Advisors reported no remaining Nice position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 5,399 Nice shares in Q2 2023, an estimated $1.08M.
  • CM Wealth Advisors first reported a position in Nice in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Nice position peaked at $1.08M in Q1 2023.
  • 383 funds tracked by Wall St. Rank held Nice as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.