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Avion Wealth’s Nice NICE Stock Holding History

Avion Wealth’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 		– Sell
-150
Closed -$25K – 1459
2025
Q1 		$25K Hold
150
– – 0.01% 264
2024
Q4 		$25K Buy
+150
New +$26.7K 0.01% 264

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

Avion Wealth's NICE Position: Q2 2025 in Review

Avion Wealth sold out of Nice (NICE) in Q2 2025, closing a stake of 150 shares — an estimated $25K sold.

Avion Wealth first reported a position in NICE in Q4 2024 and held it in 2 quarters. The position peaked at $25K in Q1 2025. 368 funds tracked by Wall St. Rank hold NICE as of Q2 2025.

  • Avion Wealth reported no remaining Nice position as of Q2 2025 after selling out during the quarter.
  • Avion Wealth sold 150 Nice shares in Q2 2025, an estimated $25K.
  • Avion Wealth first reported a position in Nice in Q4 2024 and held it in 2 quarters.
  • Avion Wealth's Nice position peaked at $25K in Q1 2025.
  • 368 funds tracked by Wall St. Rank held Nice as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.