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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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

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

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return