Heritage Wealth Management (Arizona)’s Nice NICE Stock Holding History

Heritage Wealth Management (Arizona)’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	$44.6K	Buy	232 +116	+100%	+$22.3K	0.01%	514
2022 Q3	$22K	Hold	116	–	–	0.01%	515
2022 Q2	$22.3K	Hold	116	–	–	0.01%	527
2022 Q1	$25K	Buy	+116	New	+$28.1K	0.01%	563
2021 Q3	$33K	Hold	116	–	–	0.01%	500
2021 Q2	$29K	Hold	116	–	–	0.01%	515
2021 Q1	$25K	Buy	+116	New	+$29K	0.01%	464

Other funds holding NICE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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 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

VVP

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

Heritage Wealth Management (Arizona)'s NICE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Nice (NICE) stake by 100% in Q4 2022, buying an estimated $22.3K and bringing the position to 232 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #514.

Heritage Wealth Management (Arizona) first reported a position in NICE in Q1 2021 and has held it in 7 quarters since. 359 funds tracked by Wall St. Rank hold NICE as of Q4 2022.

Heritage Wealth Management (Arizona) held 232 shares of Nice worth $44.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 116 Nice shares in Q4 2022, an estimated $22.3K.
Nice made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #514 holding.
Heritage Wealth Management (Arizona) first reported a position in Nice in Q1 2021 and has held it in 7 quarters since.
359 funds tracked by Wall St. Rank held Nice as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.