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Wealthspire Advisors (New York)’s Nice NICE Stock Holding History

Wealthspire Advisors (New York)’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
2023
Q3 		– Sell
-1,017
Closed -$210K – 612
2023
Q2 		$210K Hold
1,017
– – ﹤0.01% 522
2023
Q1 		$233K Sell
1,017
-195
-16% -$41K ﹤0.01% 482
2022
Q4 		$233K Buy
+1,212
New +$233K ﹤0.01% 511
2022
Q2 		– Sell
-1,000
Closed -$219K – 512
2022
Q1 		$219K Buy
+1,000
New +$242K ﹤0.01% 405

Other funds holding NICE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Wealthspire Advisors (New York)'s NICE Position: Q3 2023 in Review

Wealthspire Advisors (New York) sold out of Nice (NICE) in Q3 2023, closing a stake of 1,017 shares — an estimated $210K sold.

Wealthspire Advisors (New York) first reported a position in NICE in Q1 2022 and held it in 4 quarters. The position peaked at $233K in Q4 2022. 355 funds tracked by Wall St. Rank hold NICE as of Q3 2023.

  • Wealthspire Advisors (New York) reported no remaining Nice position as of Q3 2023 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,017 Nice shares in Q3 2023, an estimated $210K.
  • Wealthspire Advisors (New York) first reported a position in Nice in Q1 2022 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Nice position peaked at $233K in Q4 2022.
  • 355 funds tracked by Wall St. Rank held Nice as of Q3 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2023, filed 6 Nov 2023.