BRWA
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B. Riley Wealth Advisors’s Nice NICE Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$350K Buy
2,058
+158
+8% +$28.2K 0.01% 813
2024
Q3 		$327K Buy
1,900
+192
+11% +$33K 0.01% 914
2024
Q2 		$294K Buy
1,708
+300
+21% +$61.7K 0.01% 1037
2024
Q1 		$239K Buy
1,408
+65
+5% +$14.7K 0.01% 1164
2023
Q4 		$268K Sell
1,343
-65
-5% -$11.7K 0.01% 1108
2023
Q3 		$239K Buy
1,408
+38
+3% +$7.56K 0.01% 1164
2023
Q2 		$283K Buy
1,370
+18
+1% +$3.71K 0.01% 1155
2023
Q1 		$309K Buy
1,352
+164
+14% +$34.4K 0.01% 1052
2022
Q4 		$228K Sell
1,188
-218
-16% -$42K 0.01% 1175
2022
Q3 		$266K Buy
1,406
+3
+0.2% +$627 0.01% 1078
2022
Q2 		$271K Sell
1,403
-641
-31% -$130K 0.01% 921
2022
Q1 		$449K Sell
2,044
-196
-9% -$47.5K 0.01% 806
2021
Q4 		$680K Sell
2,240
-167
-7% -$48.2K 0.02% 670
2021
Q3 		$684K Buy
2,407
+224
+10% +$62.1K 0.02% 656
2021
Q2 		$541K Sell
2,183
-600
-22% -$138K 0.02% 730
2021
Q1 		$607K Buy
+2,783
New +$697K 0.02% 649
2015
Q4 		– Sell
-3,740
Closed -$211K – 604
2015
Q3 		$211K Buy
3,740
+222
+6% +$13.9K 0.05% 464
2015
Q2 		$225K Buy
+3,518
New +$222K 0.06% 419
2015
Q1 		– Sell
-40
Closed -$2 – 1479
2014
Q4 		$2 Buy
+40
New +$1.8K ﹤0.01% 3413

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return