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Wealthspire Advisors (Maryland)’s Nice NICE Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-1,365
Closed -$212K – 480
2019
Q4 		$212K Sell
1,365
-107
-7% -$16.3K 0.01% 459
2019
Q3 		$212K Sell
1,472
-133
-8% -$19.9K 0.02% 424
2019
Q2 		$220K Buy
1,605
+47
+3% +$6.34K 0.02% 413
2019
Q1 		$191K Sell
1,558
-28
-2% -$3.15K 0.01% 449
2018
Q4 		$172K Sell
1,586
-225
-12% -$24.6K 0.02% 435
2018
Q3 		$207K Sell
1,811
-109
-6% -$12.2K 0.02% 447
2018
Q2 		$199K Sell
1,920
-145
-7% -$14.7K 0.02% 467
2018
Q1 		$194K Hold
2,065
– – 0.02% 481
2017
Q4 		$190K Buy
2,065
+1,030
+100% +$87.7K 0.02% 506
2017
Q3 		$84K Buy
1,035
+13
+1% +$1.01K 0.01% 781
2017
Q2 		$80K Buy
1,022
+915
+855% +$67.8K 0.01% 780
2017
Q1 		$7K Buy
107
+68
+174% +$4.67K ﹤0.01% 1453
2016
Q4 		$3K Hold
39
– – ﹤0.01% 1483
2016
Q3 		$3K Hold
39
– – ﹤0.01% 1483
2016
Q2 		$2K Hold
39
– – ﹤0.01% 1522
2016
Q1 		$3K Hold
39
– – ﹤0.01% 1461
2015
Q4 		$2K Buy
+39
New +$2.32K ﹤0.01% 1530

Other funds holding NICE

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NICE Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Nice (NICE) in Q1 2020, closing a stake of 1,365 shares — an estimated $212K sold.

Wealthspire Advisors (Maryland) first reported a position in NICE in Q4 2015 and held it in 17 quarters. The position peaked at $220K in Q2 2019. 271 funds tracked by Wall St. Rank hold NICE as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Nice position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,365 Nice shares in Q1 2020, an estimated $212K.
  • Wealthspire Advisors (Maryland) first reported a position in Nice in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Nice position peaked at $220K in Q2 2019.
  • 271 funds tracked by Wall St. Rank held Nice as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.