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Bright Futures Wealth Management’s Nice NICE Stock Holding History

Bright Futures 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 		$888K Sell
6,177
-690
-10% -$110K 0.97% 34
2024
Q4 		$1.14M Buy
+6,867
New +$1.22M 1.01% 31

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Menora Mivtachim Holdings
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
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Phoenix Financial
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

Bright Futures Wealth Management's NICE Position: Q1 2025 in Review

Bright Futures Wealth Management reduced its Nice (NICE) stake by 10% in Q1 2025, selling an estimated $110K and leaving 6,177 shares worth $888K. The position accounts for 0.97% of the portfolio, ranked #34.

Bright Futures Wealth Management first reported a position in NICE in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.14M in Q4 2024. 361 funds tracked by Wall St. Rank hold NICE as of Q1 2025.

  • Bright Futures Wealth Management held 6,177 shares of Nice worth $888K as of Q1 2025.
  • Bright Futures Wealth Management sold 690 Nice shares in Q1 2025, an estimated $110K.
  • Nice made up 0.97% of Bright Futures Wealth Management's portfolio in Q1 2025, its #34 holding.
  • Bright Futures Wealth Management first reported a position in Nice in Q4 2024 and has held it in 2 quarters since.
  • Bright Futures Wealth Management's Nice position peaked at $1.14M in Q4 2024.
  • 361 funds tracked by Wall St. Rank held Nice as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.