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Concord Wealth Partners’s Nice NICE Stock Holding History

Concord Wealth Partners’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
2022
Q1 		– Sell
-55
Closed -$17K – 1348
2021
Q4 		$17K Buy
+55
New +$15.9K ﹤0.01% 680

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Concord Wealth Partners's NICE Position: Q1 2022 in Review

Concord Wealth Partners sold out of Nice (NICE) in Q1 2022, closing a stake of 55 shares — an estimated $17K sold.

Concord Wealth Partners first reported a position in NICE in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 355 funds tracked by Wall St. Rank hold NICE as of Q1 2022.

  • Concord Wealth Partners reported no remaining Nice position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 55 Nice shares in Q1 2022, an estimated $17K.
  • Concord Wealth Partners first reported a position in Nice in Q4 2021 and held it in 1 quarter.
  • Concord Wealth Partners's Nice position peaked at $17K in Q4 2021.
  • 355 funds tracked by Wall St. Rank held Nice as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.