IAA
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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 – 554
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 $717B AUM 35.42% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Independent Advisor Alliance's NICE Position: Q3 2024 in Review

Independent Advisor Alliance sold out of Nice (NICE) in Q3 2024, closing a stake of 1,210 shares — an estimated $208K sold.

Independent Advisor Alliance first reported a position in NICE in Q2 2020 and held it in 13 quarters. The position peaked at $634K in Q4 2020. 397 funds tracked by Wall St. Rank hold NICE as of Q3 2024.

  • Independent Advisor Alliance reported no remaining Nice position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,210 Nice shares in Q3 2024, an estimated $208K.
  • Independent Advisor Alliance first reported a position in Nice in Q2 2020 and held it in 13 quarters.
  • Independent Advisor Alliance's Nice position peaked at $634K in Q4 2020.
  • 397 funds tracked by Wall St. Rank held Nice as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.