Optimum Investment Advisors’s Nice NICE Stock Holding History

Optimum Investment 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
2022 Q1	–	Sell	-100	Closed	-$30K	–	879
2021 Q4	$30K	Hold	100	–	–	0.01%	549
2021 Q3	$28K	Hold	100	–	–	0.01%	549
2021 Q2	$25K	Hold	100	–	–	0.01%	626
2021 Q1	$22K	Sell	100 -50	-33%	-$12.5K	0.01%	648
2020 Q4	$43K	Hold	150	–	–	0.01%	500
2020 Q3	$34K	Hold	150	–	–	0.01%	511
2020 Q2	$28K	Hold	150	–	–	0.01%	541
2020 Q1	$22K	Sell	150 -700	-82%	-$113K	0.01%	557
2019 Q4	$132K	Hold	850	–	–	0.04%	346
2019 Q3	$122K	Hold	850	–	–	0.04%	338
2019 Q2	$116K	Hold	850	–	–	0.04%	348
2019 Q1	$104K	Hold	850	–	–	0.03%	373
2018 Q4	$92K	Buy	850 +400	+89%	+$43.8K	0.03%	367
2018 Q3	$52K	Hold	450	–	–	0.01%	521
2018 Q2	$47K	Sell	450 -900	-67%	-$91.1K	0.01%	540
2018 Q1	$127K	Buy	+1,350	New	+$126K	0.04%	358

Other funds holding NICE

Capital Research Global Investors

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

Fidelity Investments

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return