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Orion Portfolio Solutions’s Nice NICE Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-2,436
Closed -$419K – 1827
2024
Q2 		$419K Sell
2,436
-3,893
-62% -$801K ﹤0.01% 1338
2024
Q1 		$1.65M Buy
6,329
+1,750
+38% +$397K 0.02% 749
2023
Q4 		$947K Sell
4,579
-3,813
-45% -$686K 0.01% 966
2023
Q3 		$1.43M Buy
8,392
+376
+5% +$74.8K 0.02% 757
2023
Q2 		$1.66M Sell
8,016
-80
-1% -$16.5K 0.02% 739
2023
Q1 		$1.85M Buy
+8,096
New +$1.7M 0.02% 627

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Orion Portfolio Solutions's NICE Position: Q3 2024 in Review

Orion Portfolio Solutions sold out of Nice (NICE) in Q3 2024, closing a stake of 2,436 shares — an estimated $419K sold.

Orion Portfolio Solutions first reported a position in NICE in Q1 2023 and held it in 6 quarters. The position peaked at $1.85M in Q1 2023. 397 funds tracked by Wall St. Rank hold NICE as of Q3 2024.

  • Orion Portfolio Solutions reported no remaining Nice position as of Q3 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,436 Nice shares in Q3 2024, an estimated $419K.
  • Orion Portfolio Solutions first reported a position in Nice in Q1 2023 and held it in 6 quarters.
  • Orion Portfolio Solutions's Nice position peaked at $1.85M in Q1 2023.
  • 397 funds tracked by Wall St. Rank held Nice as of Q3 2024.

Based on Orion Portfolio Solutions's 13F filing for Q3 2024, filed 15 Nov 2024.