West Coast Financial’s Nice NICE Stock Holding History

West Coast Financial’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 Q1	–	Sell	-688	Closed	-$209K	–	138
2021 Q4	$209K	Buy	+688	New	+$199K	0.03%	133
2021 Q1	–	Sell	-866	Closed	-$246K	–	128
2020 Q4	$246K	Buy	+866	New	+$211K	0.05%	102
2019 Q4	–	Sell	-1,466	Closed	-$211K	–	109
2019 Q3	$211K	Hold	1,466	–	–	0.05%	107
2019 Q2	$201K	Buy	+1,466	New	+$198K	0.05%	109
2018 Q4	–	Sell	-1,755	Closed	-$201K	–	125
2018 Q3	$201K	Buy	+1,755	New	+$196K	0.05%	133
2015 Q1	–	Sell	-4,245	Closed	-$215K	–	102
2014 Q4	$215K	Buy	+4,245	New	+$191K	0.11%	84
2014 Q3	–	Sell	-5,640	Closed	-$230K	–	91
2014 Q2	$230K	Sell	5,640 -10,230	-64%	-$423K	0.12%	81
2014 Q1	$709K	Sell	15,870 -14,223	-47%	-$575K	0.36%	66
2013 Q4	$1.23M	Sell	30,093 -12	-0%	-$477	0.64%	58
2013 Q3	$1.25M	Buy	30,105 +165	+0.6%	+$6.36K	0.69%	59
2013 Q2	$1.1M	Buy	+29,940	New	+$1.08M	0.6%	64

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

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

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

West Coast Financial's NICE Position: Q1 2022 in Review

West Coast Financial sold out of Nice (NICE) in Q1 2022, closing a stake of 688 shares — an estimated $209K sold.

West Coast Financial first reported a position in NICE in Q2 2013 and held it in 11 quarters. The position peaked at $1.25M in Q3 2013. 355 funds tracked by Wall St. Rank hold NICE as of Q1 2022.

West Coast Financial reported no remaining Nice position as of Q1 2022 after selling out during the quarter.
West Coast Financial sold 688 Nice shares in Q1 2022, an estimated $209K.
West Coast Financial first reported a position in Nice in Q2 2013 and held it in 11 quarters.
West Coast Financial's Nice position peaked at $1.25M in Q3 2013.
355 funds tracked by Wall St. Rank held Nice as of Q1 2022.

Based on West Coast Financial's 13F filing for Q1 2022, filed 20 Apr 2022.