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Tanglewood Legacy Advisors’s Nice NICE Stock Holding History

Tanglewood Legacy 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
Q4 		– Sell
-17
Closed -$2.89K – 288
2023
Q3 		$2.89K Hold
17
– – ﹤0.01% 275
2023
Q2 		$3.51K Hold
17
– – ﹤0.01% 270
2023
Q1 		$3.89K Hold
17
– – ﹤0.01% 266
2022
Q4 		$3.27K Buy
+17
New +$3.27K ﹤0.01% 236

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Tanglewood Legacy Advisors's NICE Position: Q4 2023 in Review

Tanglewood Legacy Advisors sold out of Nice (NICE) in Q4 2023, closing a stake of 17 shares — an estimated $2.89K sold.

Tanglewood Legacy Advisors first reported a position in NICE in Q4 2022 and held it in 4 quarters. The position peaked at $3.89K in Q1 2023. 379 funds tracked by Wall St. Rank hold NICE as of Q4 2023.

  • Tanglewood Legacy Advisors reported no remaining Nice position as of Q4 2023 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 17 Nice shares in Q4 2023, an estimated $2.89K.
  • Tanglewood Legacy Advisors first reported a position in Nice in Q4 2022 and held it in 4 quarters.
  • Tanglewood Legacy Advisors's Nice position peaked at $3.89K in Q1 2023.
  • 379 funds tracked by Wall St. Rank held Nice as of Q4 2023.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.