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Berry Wealth Group’s Nice NICE Stock Holding History

Berry Wealth Group’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
-1,616
Closed -$274K – 109
2024
Q4 		$274K Buy
1,616
+80
+5% +$14.3K 0.2% 67
2024
Q3 		$267K Buy
1,536
+225
+17% +$38.6K 0.19% 71
2024
Q2 		$225K Sell
1,311
-205
-14% -$42.2K 0.18% 71
2024
Q1 		$395K Buy
+1,516
New +$344K 0.33% 40

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 $16.6B 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 $62.3B 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

Berry Wealth Group's NICE Position: Q1 2025 in Review

Berry Wealth Group sold out of Nice (NICE) in Q1 2025, closing a stake of 1,616 shares — an estimated $274K sold.

Berry Wealth Group first reported a position in NICE in Q1 2024 and held it in 4 quarters. The position peaked at $395K in Q1 2024. 359 funds tracked by Wall St. Rank hold NICE as of Q1 2025.

  • Berry Wealth Group reported no remaining Nice position as of Q1 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,616 Nice shares in Q1 2025, an estimated $274K.
  • Berry Wealth Group first reported a position in Nice in Q1 2024 and held it in 4 quarters.
  • Berry Wealth Group's Nice position peaked at $395K in Q1 2024.
  • 359 funds tracked by Wall St. Rank held Nice as of Q1 2025.

Based on Berry Wealth Group's 13F filing for Q1 2025, filed 23 Apr 2025.