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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Valmark Advisers's NICE Position: Q2 2022 in Review

Valmark Advisers sold out of Nice (NICE) in Q2 2022, closing a stake of 1,000 shares — an estimated $219K sold.

Valmark Advisers first reported a position in NICE in Q2 2018 and held it in 16 quarters. The position peaked at $568K in Q3 2021. 341 funds tracked by Wall St. Rank hold NICE as of Q2 2022.

Valmark Advisers reported no remaining Nice position as of Q2 2022 after selling out during the quarter.
Valmark Advisers sold 1,000 Nice shares in Q2 2022, an estimated $219K.
Valmark Advisers first reported a position in Nice in Q2 2018 and held it in 16 quarters.
Valmark Advisers's Nice position peaked at $568K in Q3 2021.
341 funds tracked by Wall St. Rank held Nice as of Q2 2022.

Based on Valmark Advisers's 13F filing for Q2 2022, filed 1 Aug 2022.