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Concourse Financial Group Securities’s Nice NICE Stock Holding History

Concourse Financial Group Securities’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
-185
Closed -$31.8K – 2341
2024
Q2 		$31.8K Sell
185
-81
-30% -$16.7K ﹤0.01% 1365
2024
Q1 		$69.3K Buy
266
+8
+3% +$1.81K ﹤0.01% 1056
2023
Q4 		$51.5K Sell
258
-1
-0.4% -$180 ﹤0.01% 1118
2023
Q3 		$44K Sell
259
-94
-27% -$18.7K ﹤0.01% 1129
2023
Q2 		$72.9K Sell
353
-19
-5% -$3.92K 0.01% 962
2023
Q1 		$85.1K Buy
372
+40
+12% +$8.4K 0.01% 917
2022
Q4 		$63.8K Sell
332
-64
-16% -$12.3K 0.01% 980
2022
Q3 		$75K Sell
396
-167
-30% -$34.9K 0.01% 819
2022
Q2 		$108K Sell
563
-101
-15% -$20.4K 0.01% 783
2022
Q1 		$145K Sell
664
-77
-10% -$18.7K 0.01% 738
2021
Q4 		$225K Sell
741
-15
-2% -$4.33K 0.01% 687
2021
Q3 		$215K Buy
756
+118
+18% +$32.7K 0.01% 699
2021
Q2 		$158K Sell
638
-4
-0.6% -$921 0.01% 792
2021
Q1 		$140K Buy
642
+56
+10% +$14K 0.01% 798
2020
Q4 		$166K Sell
586
-62
-10% -$15.1K 0.01% 692
2020
Q3 		$147K Buy
648
+80
+14% +$17K 0.01% 645
2020
Q2 		$107K Buy
568
+202
+55% +$35.4K 0.01% 708
2020
Q1 		$53K Sell
366
-80
-18% -$12.9K 0.01% 881
2019
Q4 		$69K Buy
446
+153
+52% +$23.4K 0.01% 825
2019
Q3 		$42K Buy
293
+87
+42% +$13K 0.01% 674
2019
Q2 		$28K Sell
206
-108
-34% -$14.6K ﹤0.01% 1104
2019
Q1 		$38K Buy
314
+109
+53% +$12.3K ﹤0.01% 978
2018
Q4 		$22K Buy
205
+62
+43% +$6.78K ﹤0.01% 1111
2018
Q3 		$16K Buy
+143
New +$16K ﹤0.01% 934

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

Concourse Financial Group Securities's NICE Position: Q3 2024 in Review

Concourse Financial Group Securities sold out of Nice (NICE) in Q3 2024, closing a stake of 185 shares — an estimated $31.8K sold.

Concourse Financial Group Securities first reported a position in NICE in Q3 2018 and held it in 24 quarters. The position peaked at $225K in Q4 2021. 397 funds tracked by Wall St. Rank hold NICE as of Q3 2024.

  • Concourse Financial Group Securities reported no remaining Nice position as of Q3 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 185 Nice shares in Q3 2024, an estimated $31.8K.
  • Concourse Financial Group Securities first reported a position in Nice in Q3 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's Nice position peaked at $225K in Q4 2021.
  • 397 funds tracked by Wall St. Rank held Nice as of Q3 2024.

Based on Concourse Financial Group Securities's 13F filing for Q3 2024, filed 10 Oct 2024.