Valmark Advisers’s Nice NICE Stock Holding History

Valmark Advisers’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
2022 Q2	–	Sell	-1,000	Closed	-$219K	–	425
2022 Q1	$219K	Hold	1,000	–	–	﹤0.01%	408
2021 Q4	$304K	Sell	1,000 -1,000	-50%	-$289K	0.01%	346
2021 Q3	$568K	Hold	2,000	–	–	0.01%	261
2021 Q2	$495K	Hold	2,000	–	–	0.01%	285
2021 Q1	$436K	Hold	2,000	–	–	0.01%	288
2020 Q4	$567K	Hold	2,000	–	–	0.01%	242
2020 Q3	$454K	Hold	2,000	–	–	0.01%	192
2020 Q2	$378K	Hold	2,000	–	–	0.01%	193
2020 Q1	$287K	Hold	2,000	–	–	0.01%	185
2019 Q4	$310K	Hold	2,000	–	–	0.01%	190
2019 Q3	$288K	Hold	2,000	–	–	0.01%	196
2019 Q2	$274K	Hold	2,000	–	–	0.01%	191
2019 Q1	$245K	Hold	2,000	–	–	0.01%	197
2018 Q4	$216K	Hold	2,000	–	–	0.01%	192
2018 Q3	$229K	Hold	2,000	–	–	0.01%	185
2018 Q2	$208K	Buy	+2,000	New	+$203K	﹤0.01%	184

Other funds holding NICE

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return