CoreCap Advisors’s Nice NICE Stock Holding History

CoreCap 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
2026 Q2	$9.09K	Sell	100 -31	-24%	-$3.01K	﹤0.01%	2099
2026 Q1	$14.4K	Hold	131	–	–	﹤0.01%	1799
2025 Q4	$14.8K	Hold	131	–	–	﹤0.01%	1803
2025 Q3	$19K	Hold	131	–	–	﹤0.01%	1689
2025 Q2	$22.1K	Hold	131	–	–	﹤0.01%	1576
2025 Q1	$20.2K	Hold	131	–	–	﹤0.01%	1527
2024 Q4	$22.2K	Sell	131 -2	-2%	-$357	﹤0.01%	1496
2024 Q3	$23.1K	Buy	+133	New	+$22.8K	﹤0.01%	1491
2024 Q2	–	Sell	-27	Closed	-$7.04K	–	2267
2024 Q1	$7.04K	Buy	+27	New	+$6.13K	﹤0.01%	1836
2022 Q4	$11K	Buy	+57	New	+$11K	﹤0.01%	1517
2022 Q3	–	Sell	-49	Closed	-$9K	–	1522
2022 Q2	$9K	Buy	+49	New	+$9.92K	﹤0.01%	1509
2022 Q1	–	Sell	-24	Closed	-$7K	–	1513
2021 Q4	$7K	Buy	+24	New	+$6.93K	﹤0.01%	1669

Other funds holding NICE

Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return

Haven Capital Group Westlake Village, California $125M AUM 29.36% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return