Allworth Financial’s Nice NICE Stock Holding History

Allworth 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
2026 Q1	$77.1K	Buy	699 +66	+10%	+$7.54K	﹤0.01%	2023
2025 Q4	$71.6K	Sell	633 -263	-29%	-$31.8K	﹤0.01%	1958
2025 Q3	$130K	Buy	896 +28	+3%	+$4.2K	﹤0.01%	1523
2025 Q2	$147K	Buy	868 +643	+286%	+$104K	﹤0.01%	1331
2025 Q1	$34.8K	Sell	225 -53	-19%	-$8.48K	﹤0.01%	1737
2024 Q4	$45.9K	Sell	278 -115	-29%	-$20.5K	﹤0.01%	1615
2024 Q3	$68.3K	Buy	393 +43	+12%	+$7.38K	﹤0.01%	1261
2024 Q2	$61.9K	Buy	350 +110	+46%	+$22.6K	﹤0.01%	1280
2024 Q1	$62.5K	Buy	240 +71	+42%	+$16.1K	﹤0.01%	1213
2023 Q4	$33.7K	Buy	169 +12	+8%	+$2.16K	﹤0.01%	1361
2023 Q3	$26.7K	Sell	157 -9	-5%	-$1.79K	﹤0.01%	1361
2023 Q2	$34.3K	Sell	166 -18	-10%	-$3.71K	﹤0.01%	1261
2023 Q1	$42.1K	Buy	184 +17	+10%	+$3.57K	﹤0.01%	1135
2022 Q4	$32.1K	Sell	167 -21	-11%	-$4.04K	﹤0.01%	1178
2022 Q3	$35K	Buy	188 +30	+19%	+$6.26K	﹤0.01%	1088
2022 Q2	$30K	Buy	+158	New	+$32K	﹤0.01%	1087

Other funds holding NICE

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Artisan Partners

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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