Janiczek Wealth Management’s Nice NICE Stock Holding History

Janiczek Wealth Management’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 Q2	$64K	Sell	372 -103	-22%	-$21.2K	0.01%	357
2024 Q1	$124K	Buy	475 +226	+91%	+$51.3K	0.03%	257
2023 Q4	$49.7K	Sell	249 -175	-41%	-$31.5K	0.01%	390
2023 Q3	$72.1K	Sell	424 -63	-13%	-$12.5K	0.02%	307
2023 Q2	$101K	Sell	487 -7	-1%	-$1.44K	0.03%	218
2023 Q1	$112K	Buy	494 +26	+6%	+$5.46K	0.03%	197
2022 Q4	$92.9K	Buy	468 +102	+28%	+$19.6K	0.03%	236
2022 Q3	$68K	Buy	366 +75	+26%	+$15.7K	0.02%	264
2022 Q2	$62K	Buy	291 +56	+24%	+$11.3K	0.02%	275
2022 Q1	$51K	Sell	235 -188	-44%	-$45.6K	0.01%	296
2021 Q4	$128K	Buy	423 +81	+24%	+$23.4K	0.04%	158
2021 Q3	$97K	Buy	342 +149	+77%	+$41.3K	0.03%	175
2021 Q2	$48K	Buy	193 +85	+79%	+$19.6K	0.02%	260
2021 Q1	$24K	Sell	108 -127	-54%	-$31.8K	0.01%	367
2020 Q4	$67K	Buy	235 +185	+370%	+$45K	0.03%	155
2020 Q3	$11K	Buy	+50	New	+$10.6K	0.01%	227

Other funds holding NICE

Capital Research Global Investors

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

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

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

Fidelity Investments

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

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

Artisan Partners

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

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 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

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