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Synergy Financial Group’s Nice NICE Stock Holding History

Synergy Financial Group’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
2024
Q2 		– Sell
-971
Closed -$253K – 84
2024
Q1 		$253K Buy
+971
New +$220K 0.29% 70
2023
Q3 		– Sell
-983
Closed -$203K – 80
2023
Q2 		$203K Hold
983
– – 0.27% 79
2023
Q1 		$225K Buy
+983
New +$206K 0.37% 70
2022
Q4 		– Sell
-1,097
Closed -$206K – 80
2022
Q3 		$206K Hold
1,097
– – 0.31% 87
2022
Q2 		$211K Hold
1,097
– – 0.33% 81
2022
Q1 		$240K Hold
1,097
– – 0.25% 87
2021
Q4 		$333K Buy
+1,097
New +$317K 0.3% 76

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Synergy Financial Group's NICE Position: Q2 2024 in Review

Synergy Financial Group sold out of Nice (NICE) in Q2 2024, closing a stake of 971 shares — an estimated $253K sold.

Synergy Financial Group first reported a position in NICE in Q4 2021 and held it in 7 quarters. The position peaked at $333K in Q4 2021. 404 funds tracked by Wall St. Rank hold NICE as of Q2 2024.

  • Synergy Financial Group reported no remaining Nice position as of Q2 2024 after selling out during the quarter.
  • Synergy Financial Group sold 971 Nice shares in Q2 2024, an estimated $253K.
  • Synergy Financial Group first reported a position in Nice in Q4 2021 and held it in 7 quarters.
  • Synergy Financial Group's Nice position peaked at $333K in Q4 2021.
  • 404 funds tracked by Wall St. Rank held Nice as of Q2 2024.

Based on Synergy Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.