PMFA
NICE icon

Plante Moran Financial Advisors’s Nice NICE Stock Holding History

Plante Moran Financial 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
2023
Q3 		– Sell
-26
Closed -$5.37K – 832
2023
Q2 		$5.37K Hold
26
– – ﹤0.01% 630
2023
Q1 		$5.95K Hold
26
– – ﹤0.01% 633
2022
Q4 		$5K Hold
26
– – ﹤0.01% 676
2022
Q3 		$5K Hold
26
– – ﹤0.01% 701
2022
Q2 		$5K Hold
26
– – ﹤0.01% 720
2022
Q1 		$6K Hold
26
– – ﹤0.01% 661
2021
Q4 		$8K Sell
26
-22
-46% -$6.35K ﹤0.01% 730
2021
Q3 		$14K Sell
48
-19
-28% -$5.27K ﹤0.01% 636
2021
Q2 		$17K Hold
67
– – ﹤0.01% 589
2021
Q1 		$15K Sell
67
-2
-3% -$501 ﹤0.01% 581
2020
Q4 		$20K Sell
69
-529
-88% -$129K 0.01% 534
2020
Q3 		$136K Buy
598
+550
+1,146% +$117K 0.05% 203
2020
Q2 		$9K Hold
48
– – ﹤0.01% 536
2020
Q1 		$7K Hold
48
– – ﹤0.01% 537
2019
Q4 		$7K Sell
48
-99
-67% -$15.1K ﹤0.01% 587
2019
Q3 		$21K Buy
147
+121
+465% +$18.1K 0.01% 485
2019
Q2 		$4K Hold
26
– – ﹤0.01% 676
2019
Q1 		$3K Hold
26
– – ﹤0.01% 688
2018
Q4 		$3K Sell
26
-51
-66% -$5.58K ﹤0.01% 667
2018
Q3 		$9K Sell
77
-499
-87% -$55.8K ﹤0.01% 511
2018
Q2 		$60K Buy
576
+200
+53% +$20.3K 0.03% 294
2018
Q1 		$35K Buy
376
+26
+7% +$2.42K 0.02% 415
2017
Q4 		$32K Buy
+350
New +$29.8K 0.02% 424
2017
Q1 		– Sell
-48
Closed -$3K – 976
2016
Q4 		$3K Hold
48
– – ﹤0.01% 804
2016
Q3 		$3K Buy
48
+2
+4% +$133 ﹤0.01% 794
2016
Q2 		$3K Sell
46
-2
-4% -$127 ﹤0.01% 731
2016
Q1 		$3K Buy
+48
New +$2.87K ﹤0.01% 661

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Plante Moran Financial Advisors's NICE Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Nice (NICE) in Q3 2023, closing a stake of 26 shares — an estimated $5.37K sold.

Plante Moran Financial Advisors first reported a position in NICE in Q1 2016 and held it in 27 quarters. The position peaked at $136K in Q3 2020. 355 funds tracked by Wall St. Rank hold NICE as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining Nice position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 26 Nice shares in Q3 2023, an estimated $5.37K.
  • Plante Moran Financial Advisors first reported a position in Nice in Q1 2016 and held it in 27 quarters.
  • Plante Moran Financial Advisors's Nice position peaked at $136K in Q3 2020.
  • 355 funds tracked by Wall St. Rank held Nice as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.