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Bogart Wealth LLC’s Nice NICE Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		– Sell
-80
Closed -$9.04K – 1883
2025
Q4 		$9.04K Hold
80
– – ﹤0.01% 883
2025
Q3 		$11.6K Hold
80
– – ﹤0.01% 802
2025
Q2 		$13.5K Sell
80
-35
-30% -$5.64K ﹤0.01% 722
2025
Q1 		$17.7K Sell
115
-35,020
-100% -$5.6M ﹤0.01% 616
2024
Q4 		$5.97M Buy
35,135
+1,985
+6% +$354K 0.28% 84
2024
Q3 		$5.76M Buy
+33,150
New +$5.69M 0.27% 89
2023
Q2 		– Sell
-5
Closed -$1.14K – 1098
2023
Q1 		$1.14K Buy
+5
New +$1.05K ﹤0.01% 975
2021
Q1 		– Hold
0
– – – 688
2020
Q4 		– Hold
0
– – – 529
2018
Q2 		– Sell
-15
Closed -$1K – 367
2018
Q1 		$1K Hold
15
– – ﹤0.01% 330
2017
Q4 		$1K Hold
15
– – ﹤0.01% 322
2017
Q3 		$1K Buy
+15
New +$1.17K ﹤0.01% 313

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return