QWM
NICE icon

QP Wealth Management’s Nice NICE Stock Holding History

QP 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
Q2 		– Sell
-934
Closed -$204K – 77
2021
Q1 		$204K Buy
934
+2
+0.2% +$501 0.22% 63
2020
Q4 		$264K Sell
932
-8
-0.9% -$1.95K 0.29% 53
2020
Q3 		$213K Buy
+940
New +$200K 0.27% 60
2020
Q1 		– Sell
-1,167
Closed -$202K – 81
2019
Q4 		$202K Buy
+1,167
New +$178K 0.25% 80

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Fidelity Investments
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BlackRock
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Massachusetts Financial Services
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William Blair Investment Management
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MIFH
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return