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 – 1776
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 $30.5B AUM 29.95% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return