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Liberty Wealth Management’s Nice NICE Stock Holding History

Liberty 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
2021
Q2 		– Sell
-100
Closed -$26K – 1141
2021
Q1 		$26K Hold
100
– – 0.01% 413
2020
Q4 		$26K Sell
100
-103
-51% -$25K 0.01% 410
2020
Q3 		$46K Sell
203
-27
-12% -$5.74K 0.03% 244
2020
Q2 		$44K Buy
230
+41
+22% +$7.18K 0.03% 242
2020
Q1 		$27K Buy
189
+26
+16% +$4.2K 0.02% 307
2019
Q4 		$25K Sell
163
-38
-19% -$5.8K 0.02% 382
2019
Q3 		$29K Sell
201
-13
-6% -$1.94K 0.03% 331
2019
Q2 		$29K Sell
214
-20
-9% -$2.7K 0.03% 346
2019
Q1 		$28K Sell
234
-20
-8% -$2.25K 0.02% 293
2018
Q4 		$27K Buy
+254
New +$27.8K 0.02% 283

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Liberty Wealth Management's NICE Position: Q2 2021 in Review

Liberty Wealth Management sold out of Nice (NICE) in Q2 2021, closing a stake of 100 shares — an estimated $26K sold.

Liberty Wealth Management first reported a position in NICE in Q4 2018 and held it in 10 quarters. The position peaked at $46K in Q3 2020. 308 funds tracked by Wall St. Rank hold NICE as of Q2 2021.

  • Liberty Wealth Management reported no remaining Nice position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 100 Nice shares in Q2 2021, an estimated $26K.
  • Liberty Wealth Management first reported a position in Nice in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Nice position peaked at $46K in Q3 2020.
  • 308 funds tracked by Wall St. Rank held Nice as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.