Valeo Financial Advisors’s Nice NICE Stock Holding History

Valeo 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
2021 Q2	–	Sell	-246	Closed	-$54K	–	1340
2021 Q1	$54K	Hold	246	–	–	﹤0.01%	840
2020 Q4	$70K	Hold	246	–	–	﹤0.01%	672
2020 Q3	$56K	Hold	246	–	–	﹤0.01%	627
2020 Q2	$47K	Hold	246	–	–	﹤0.01%	752
2020 Q1	$39K	Buy	246 +4	+2%	+$646	﹤0.01%	681
2019 Q4	$38K	Hold	242	–	–	﹤0.01%	744
2019 Q3	$35K	Hold	242	–	–	﹤0.01%	705
2019 Q2	$33K	Buy	242 +54	+29%	+$7.29K	﹤0.01%	710
2019 Q1	$23K	Sell	188 -205	-52%	-$23.1K	﹤0.01%	748
2018 Q4	$43K	Sell	393 -15	-4%	-$1.64K	0.01%	533
2018 Q3	$43K	Buy	408 +188	+85%	+$21K	0.01%	580
2018 Q2	$25K	Buy	+220	New	+$22.3K	﹤0.01%	698

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Valeo Financial Advisors's NICE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Nice (NICE) in Q2 2021, closing a stake of 246 shares — an estimated $54K sold.

Valeo Financial Advisors first reported a position in NICE in Q2 2018 and held it in 12 quarters. The position peaked at $70K in Q4 2020. 308 funds tracked by Wall St. Rank hold NICE as of Q2 2021.

Valeo Financial Advisors reported no remaining Nice position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 246 Nice shares in Q2 2021, an estimated $54K.
Valeo Financial Advisors first reported a position in Nice in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's Nice position peaked at $70K in Q4 2020.
308 funds tracked by Wall St. Rank held Nice as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.