Independent Advisor Alliance’s Nice NICE Stock Holding History

Independent Advisor Alliance’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
2024 Q3	–	Sell	-1,210	Closed	-$208K	–	747
2024 Q2	$208K	Buy	1,210 +434	+56%	+$89.3K	0.01%	660
2024 Q1	$202K	Buy	+776	New	+$176K	0.01%	658
2023 Q2	–	Sell	-1,086	Closed	-$249K	–	694
2023 Q1	$249K	Buy	+1,086	New	+$228K	0.01%	559
2022 Q4	–	Sell	-1,398	Closed	-$263K	–	555
2022 Q3	$263K	Sell	1,398 -262	-16%	-$54.7K	0.02%	514
2022 Q2	$319K	Sell	1,660 -182	-10%	-$36.8K	0.02%	471
2022 Q1	$404K	Sell	1,842 -120	-6%	-$29.1K	0.02%	451
2021 Q4	$596K	Sell	1,962 -24	-1%	-$6.93K	0.03%	353
2021 Q3	$564K	Sell	1,986 -266	-12%	-$73.8K	0.03%	350
2021 Q2	$557K	Buy	2,252 +15	+0.7%	+$3.46K	0.03%	366
2021 Q1	$488K	Buy	2,237 +1	+0%	+$250	0.03%	382
2020 Q4	$634K	Buy	2,236 +43	+2%	+$10.5K	0.04%	301
2020 Q3	$498K	Buy	2,193 +43	+2%	+$9.15K	0.04%	298
2020 Q2	$407K	Buy	+2,150	New	+$377K	0.04%	309

Other funds holding NICE

Capital Research Global Investors

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

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Artisan Partners

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