Envestnet Portfolio Solutions’s Nice NICE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,888
Closed -$213K 1431
2025
Q4
$213K Buy
+1,888
New +$228K ﹤0.01% 1435
2025
Q1
Sell
-1,674
Closed -$284K 1711
2024
Q4
$284K Sell
1,674
-85
-5% -$15.2K ﹤0.01% 1530
2024
Q3
$305K Buy
1,759
+130
+8% +$22.3K ﹤0.01% 1443
2024
Q2
$280K Sell
1,629
-1,909
-54% -$393K ﹤0.01% 1413
2024
Q1
$922K Buy
3,538
+344
+11% +$78K ﹤0.01% 868
2023
Q4
$637K Buy
3,194
+421
+15% +$75.7K ﹤0.01% 943
2023
Q3
$471K Buy
+2,773
New +$552K ﹤0.01% 1010

Other funds holding NICE