EWA
NICE icon

EverSource Wealth Advisors’s Nice NICE Stock Holding History

EverSource 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
2026
Q1 		$42.1K Buy
382
+168
+79% +$19.2K ﹤0.01% 2025
2025
Q4 		$24.2K Buy
214
+29
+16% +$3.5K ﹤0.01% 2261
2025
Q3 		$26.8K Buy
185
+30
+19% +$4.5K ﹤0.01% 2138
2025
Q2 		$26.2K Sell
155
-3
-2% -$483 ﹤0.01% 2086
2025
Q1 		$24.4K Buy
158
+33
+26% +$5.28K ﹤0.01% 1590
2024
Q4 		$21.2K Buy
125
+29
+30% +$5.17K ﹤0.01% 1591
2024
Q3 		$16.7K Sell
96
-152
-61% -$26.1K ﹤0.01% 1590
2024
Q2 		$44.9K Sell
248
-202
-45% -$41.6K ﹤0.01% 1140
2024
Q1 		$101K Buy
450
+51
+13% +$11.6K 0.01% 700
2023
Q4 		$79.6K Buy
399
+155
+64% +$27.9K 0.01% 727
2023
Q3 		$41.5K Sell
244
-52
-18% -$10.3K ﹤0.01% 887
2023
Q2 		$61.1K Buy
296
+227
+329% +$46.8K 0.01% 757
2023
Q1 		$15.8K Buy
69
+17
+33% +$3.57K ﹤0.01% 1175
2022
Q4 		$10K Sell
52
-373
-88% -$71.8K ﹤0.01% 1333
2022
Q3 		$79K Buy
425
+380
+844% +$79.4K 0.02% 504
2022
Q2 		$9K Sell
45
-10
-18% -$2.02K ﹤0.01% 1076
2022
Q1 		$12K Buy
55
+38
+224% +$9.21K ﹤0.01% 913
2021
Q4 		$6K Buy
+17
New +$4.91K ﹤0.01% 1191

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