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Perigon Wealth Management’s Nice NICE Stock Holding History

Perigon 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
Q1 		– Sell
-257
Closed -$73K – 840
2020
Q4 		$73K Buy
+257
New +$62.5K 0.01% 627
2017
Q1 		– Sell
-151
Closed -$10K – 676
2016
Q4 		$10K Buy
+151
New +$10.1K ﹤0.01% 560

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Perigon Wealth Management's NICE Position: Q1 2021 in Review

Perigon Wealth Management sold out of Nice (NICE) in Q1 2021, closing a stake of 257 shares — an estimated $73K sold.

Perigon Wealth Management first reported a position in NICE in Q4 2016 and held it in 2 quarters. The position peaked at $73K in Q4 2020. 338 funds tracked by Wall St. Rank hold NICE as of Q1 2021.

  • Perigon Wealth Management reported no remaining Nice position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 257 Nice shares in Q1 2021, an estimated $73K.
  • Perigon Wealth Management first reported a position in Nice in Q4 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Nice position peaked at $73K in Q4 2020.
  • 338 funds tracked by Wall St. Rank held Nice as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.