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Kestra Private Wealth Services’s Nice NICE Stock Holding History

Kestra Private Wealth Services’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
Q4 		– Sell
-1,196
Closed -$208K – 1473
2024
Q3 		$208K Sell
1,196
-357
-23% -$61.3K ﹤0.01% 1254
2024
Q2 		$267K Buy
+1,553
New +$320K 0.01% 1090

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Private Wealth Services's NICE Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Nice (NICE) in Q4 2024, closing a stake of 1,196 shares — an estimated $208K sold.

Kestra Private Wealth Services first reported a position in NICE in Q2 2024 and held it in 2 quarters. The position peaked at $267K in Q2 2024. 407 funds tracked by Wall St. Rank hold NICE as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining Nice position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 1,196 Nice shares in Q4 2024, an estimated $208K.
  • Kestra Private Wealth Services first reported a position in Nice in Q2 2024 and held it in 2 quarters.
  • Kestra Private Wealth Services's Nice position peaked at $267K in Q2 2024.
  • 407 funds tracked by Wall St. Rank held Nice as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.