VFA
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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 – 1343
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
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