IWP
NICE icon

Icon Wealth Partners’s Nice NICE Stock Holding History

Icon Wealth Partners’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
2023
Q3 		– Sell
-499
Closed -$103K – 417
2023
Q2 		$103K Sell
499
-73
-13% -$15.1K 0.01% 407
2023
Q1 		$131K Buy
+572
New +$120K 0.01% 364
2022
Q1 		– Sell
-917
Closed -$278K – 346
2021
Q4 		$278K Buy
+917
New +$265K 0.03% 275

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Icon Wealth Partners's NICE Position: Q3 2023 in Review

Icon Wealth Partners sold out of Nice (NICE) in Q3 2023, closing a stake of 499 shares — an estimated $103K sold.

Icon Wealth Partners first reported a position in NICE in Q4 2021 and held it in 3 quarters. The position peaked at $278K in Q4 2021. 354 funds tracked by Wall St. Rank hold NICE as of Q3 2023.

  • Icon Wealth Partners reported no remaining Nice position as of Q3 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 499 Nice shares in Q3 2023, an estimated $103K.
  • Icon Wealth Partners first reported a position in Nice in Q4 2021 and held it in 3 quarters.
  • Icon Wealth Partners's Nice position peaked at $278K in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Nice as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.