Pathstone Family Office’s Nice NICE Stock Holding History

Pathstone Family Office’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 Q3	$687K	Buy	4,042 +37	+0.9%	+$7.36K	0.01%	876
2023 Q2	$827K	Buy	4,005 +2,031	+103%	+$419K	0.01%	545
2023 Q1	$453K	Sell	1,974 -6,060	-75%	-$1.27M	0.01%	739
2022 Q4	$1.54M	Hold	8,034	–	–	0.01%	582
2022 Q3	$1.51M	Buy	8,034 +6,118	+319%	+$1.28M	0.01%	544
2022 Q2	$369K	Buy	1,916 +137	+8%	+$27.7K	0.01%	700
2022 Q1	$390K	Sell	1,779 -1,200	-40%	-$291K	0.01%	641
2021 Q4	$905K	Buy	2,979 +60	+2%	+$17.3K	0.02%	361
2021 Q3	$830K	Buy	2,919 +774	+36%	+$215K	0.02%	349
2021 Q2	$531K	Buy	2,145 +446	+26%	+$103K	0.02%	442
2021 Q1	$370K	Buy	+1,699	New	+$425K	0.01%	422
2019 Q3	–	Sell	-70	Closed	-$10K	–	685
2019 Q2	$10K	Hold	70	–	–	﹤0.01%	524
2019 Q1	$9K	Hold	70	–	–	﹤0.01%	523
2018 Q4	$8K	Buy	+70	New	+$7.66K	﹤0.01%	348

Other funds holding NICE

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MIFH

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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Pathstone Family Office's NICE Position: Q3 2023 in Review

Pathstone Family Office increased its Nice (NICE) stake by 0.92% in Q3 2023, buying an estimated $7.36K and bringing the position to 4,042 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #876.

Pathstone Family Office first reported a position in NICE in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.54M in Q4 2022. 354 funds tracked by Wall St. Rank hold NICE as of Q3 2023.

Pathstone Family Office held 4,042 shares of Nice worth $687K as of Q3 2023.
Pathstone Family Office bought 37 Nice shares in Q3 2023, an estimated $7.36K.
Nice made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #876 holding.
Pathstone Family Office first reported a position in Nice in Q4 2018 and has held it in 14 quarters since.
Pathstone Family Office's Nice position peaked at $1.54M in Q4 2022.
354 funds tracked by Wall St. Rank held Nice as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.