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Kingswood Wealth Advisors’s Nice NICE Stock Holding History

Kingswood Wealth Advisors’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
Q4 		– Sell
-10,558
Closed -$1.79M – 661
2023
Q3 		$1.79M Buy
+10,558
New +$2.1M 0.31% 84

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PF
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kingswood Wealth Advisors's NICE Position: Q4 2023 in Review

Kingswood Wealth Advisors sold out of Nice (NICE) in Q4 2023, closing a stake of 10,558 shares — an estimated $1.79M sold.

Kingswood Wealth Advisors first reported a position in NICE in Q3 2023 and held it in 1 quarter. The position peaked at $1.79M in Q3 2023. 378 funds tracked by Wall St. Rank hold NICE as of Q4 2023.

  • Kingswood Wealth Advisors reported no remaining Nice position as of Q4 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,558 Nice shares in Q4 2023, an estimated $1.79M.
  • Kingswood Wealth Advisors first reported a position in Nice in Q3 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Nice position peaked at $1.79M in Q3 2023.
  • 378 funds tracked by Wall St. Rank held Nice as of Q4 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.