Robertson Stephens Wealth Management’s Nice NICE Stock Holding History

Robertson Stephens 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 Q3	–	Sell	-1,112	Closed	-$275K	–	331
2021 Q2	$275K	Hold	1,112	–	–	0.03%	273
2021 Q1	$242K	Hold	1,112	–	–	0.04%	260
2020 Q4	$315K	Hold	1,112	–	–	0.07%	183
2020 Q3	$252K	Sell	1,112 -333	-23%	-$70.8K	0.06%	194
2020 Q2	$273K	Hold	1,445	–	–	0.08%	151
2020 Q1	$207K	Buy	+1,445	New	+$233K	0.07%	168
2019 Q4	–	Sell	-1,795	Closed	-$258K	–	117
2019 Q3	$258K	Buy	+1,795	New	+$268K	0.13%	108

Other funds holding NICE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Robertson Stephens Wealth Management's NICE Position: Q3 2021 in Review

Robertson Stephens Wealth Management sold out of Nice (NICE) in Q3 2021, closing a stake of 1,112 shares — an estimated $275K sold.

Robertson Stephens Wealth Management first reported a position in NICE in Q3 2019 and held it in 7 quarters. The position peaked at $315K in Q4 2020. 320 funds tracked by Wall St. Rank hold NICE as of Q3 2021.

Robertson Stephens Wealth Management reported no remaining Nice position as of Q3 2021 after selling out during the quarter.
Robertson Stephens Wealth Management sold 1,112 Nice shares in Q3 2021, an estimated $275K.
Robertson Stephens Wealth Management first reported a position in Nice in Q3 2019 and held it in 7 quarters.
Robertson Stephens Wealth Management's Nice position peaked at $315K in Q4 2020.
320 funds tracked by Wall St. Rank held Nice as of Q3 2021.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.