Evoke Wealth’s Nice NICE Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-101	Closed	-$19K	–	858
2022 Q3	$19K	Hold	101	–	–	﹤0.01%	649
2022 Q2	$19K	Hold	101	–	–	﹤0.01%	655
2022 Q1	$22K	Hold	101	–	–	﹤0.01%	642
2021 Q4	$31K	Hold	101	–	–	﹤0.01%	601
2021 Q3	$28K	Hold	101	–	–	﹤0.01%	585
2021 Q2	$25K	Hold	101	–	–	﹤0.01%	618
2021 Q1	$22K	Hold	101	–	–	﹤0.01%	571
2020 Q4	$29K	Hold	101	–	–	﹤0.01%	444
2020 Q3	$23K	Hold	101	–	–	﹤0.01%	459
2020 Q2	$19K	Sell	101 -97	-49%	-$17K	﹤0.01%	474
2020 Q1	$28.4K	Hold	198	–	–	﹤0.01%	391
2019 Q4	$30.7K	Hold	198	–	–	﹤0.01%	505
2019 Q3	$28.5K	Buy	+198	New	+$29.6K	﹤0.01%	574

Other funds holding NICE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Evoke Wealth's NICE Position: Q4 2022 in Review

Evoke Wealth sold out of Nice (NICE) in Q4 2022, closing a stake of 101 shares — an estimated $19K sold.

Evoke Wealth first reported a position in NICE in Q3 2019 and held it in 13 quarters. The position peaked at $31K in Q4 2021. 358 funds tracked by Wall St. Rank hold NICE as of Q4 2022.

Evoke Wealth reported no remaining Nice position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 101 Nice shares in Q4 2022, an estimated $19K.
Evoke Wealth first reported a position in Nice in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Nice position peaked at $31K in Q4 2021.
358 funds tracked by Wall St. Rank held Nice as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.