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LVW Advisors’s Nice NICE Stock Holding History

LVW 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
2024
Q2 		– Sell
-1,018
Closed -$265K – 305
2024
Q1 		$265K Buy
+1,018
New +$231K 0.04% 240
2023
Q3 		– Sell
-1,522
Closed -$314K – 227
2023
Q2 		$314K Buy
1,522
+41
+3% +$8.46K 0.06% 163
2023
Q1 		$339K Buy
+1,481
New +$311K 0.07% 174
2022
Q1 		– Sell
-963
Closed -$292K – 245
2021
Q4 		$292K Buy
+963
New +$278K 0.05% 200

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

LVW Advisors's NICE Position: Q2 2024 in Review

LVW Advisors sold out of Nice (NICE) in Q2 2024, closing a stake of 1,018 shares — an estimated $265K sold.

LVW Advisors first reported a position in NICE in Q4 2021 and held it in 4 quarters. The position peaked at $339K in Q1 2023. 405 funds tracked by Wall St. Rank hold NICE as of Q2 2024.

  • LVW Advisors reported no remaining Nice position as of Q2 2024 after selling out during the quarter.
  • LVW Advisors sold 1,018 Nice shares in Q2 2024, an estimated $265K.
  • LVW Advisors first reported a position in Nice in Q4 2021 and held it in 4 quarters.
  • LVW Advisors's Nice position peaked at $339K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held Nice as of Q2 2024.

Based on LVW Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.