AAS
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Avantax Advisory Services’s Nice NICE Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$279K Buy
+1,650
New +$266K ﹤0.01% 1971
2024
Q4 		– Sell
-1,246
Closed -$216K – 2245
2024
Q3 		$216K Sell
1,246
-518
-29% -$88.9K ﹤0.01% 1964
2024
Q2 		$303K Buy
1,764
+621
+54% +$128K ﹤0.01% 1688
2024
Q1 		$298K Buy
+1,143
New +$259K ﹤0.01% 1298
2021
Q1 		– Sell
-725
Closed -$205K – 1062
2020
Q4 		$205K Buy
+725
New +$176K ﹤0.01% 875

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Avantax Advisory Services's NICE Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Nice (NICE) in Q2 2025: 1,650 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #1971 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in NICE as recently as Q3 2024.

Avantax Advisory Services first reported a position in NICE in Q4 2020 and has held it in 5 quarters since. The position peaked at $303K in Q2 2024. 368 funds tracked by Wall St. Rank hold NICE as of Q2 2025.

  • Avantax Advisory Services held 1,650 shares of Nice worth $279K as of Q2 2025.
  • Nice was a new Avantax Advisory Services position in Q2 2025.
  • Nice made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1971 holding.
  • Avantax Advisory Services first reported a position in Nice in Q4 2020 and has held it in 5 quarters since.
  • Avantax Advisory Services's Nice position peaked at $303K in Q2 2024.
  • 368 funds tracked by Wall St. Rank held Nice as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.