AWM
NICE icon

Avior Wealth Management’s Nice NICE Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-25
Closed -$4.25K – 1774
2024
Q4 		$4.25K Hold
25
– – ﹤0.01% 1916
2024
Q3 		$4.34K Hold
25
– – ﹤0.01% 1824
2024
Q2 		$4.3K Sell
25
-2,247
-99% -$462K ﹤0.01% 1768
2024
Q1 		$592K Sell
2,272
-192
-8% -$43.6K 0.03% 399
2023
Q4 		$492K Buy
2,464
+509
+26% +$91.6K 0.03% 353
2023
Q3 		$332K Buy
1,955
+29
+2% +$5.77K 0.02% 421
2023
Q2 		$398K Buy
1,926
+465
+32% +$95.9K 0.03% 395
2023
Q1 		$334K Buy
1,461
+9
+0.6% +$1.89K 0.02% 433
2022
Q4 		$279K Sell
1,452
-737
-34% -$142K 0.02% 413
2022
Q3 		$412K Buy
2,189
+32
+1% +$6.68K 0.03% 315
2022
Q2 		$415K Hold
2,157
– – 0.04% 287
2022
Q1 		$472K Sell
2,157
-374
-15% -$90.6K 0.04% 306
2021
Q4 		$768K Hold
2,531
– – 0.06% 241
2021
Q3 		$718K Hold
2,531
– – 0.06% 241
2021
Q2 		$626K Sell
2,531
-379
-13% -$87.3K 0.06% 254
2021
Q1 		$634K Buy
2,910
+1,348
+86% +$337K 0.07% 249
2020
Q4 		$442K Buy
1,562
+2
+0.1% +$486 0.05% 295
2020
Q3 		$354K Buy
+1,560
New +$332K 0.05% 309

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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's NICE Position: Q1 2025 in Review

Avior Wealth Management sold out of Nice (NICE) in Q1 2025, closing a stake of 25 shares — an estimated $4.25K sold.

Avior Wealth Management first reported a position in NICE in Q3 2020 and held it in 18 quarters. The position peaked at $768K in Q4 2021. 361 funds tracked by Wall St. Rank hold NICE as of Q1 2025.

  • Avior Wealth Management reported no remaining Nice position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 25 Nice shares in Q1 2025, an estimated $4.25K.
  • Avior Wealth Management first reported a position in Nice in Q3 2020 and held it in 18 quarters.
  • Avior Wealth Management's Nice position peaked at $768K in Q4 2021.
  • 361 funds tracked by Wall St. Rank held Nice as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.