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GeoWealth Management’s Nice NICE Stock Holding History

GeoWealth 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 		– Sell
-281
Closed -$47.7K – 1546
2024
Q4 		$47.7K Buy
281
+15
+6% +$2.67K ﹤0.01% 1179
2024
Q3 		$46.2K Buy
+266
New +$45.7K ﹤0.01% 1095

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

GeoWealth Management's NICE Position: Q1 2025 in Review

GeoWealth Management sold out of Nice (NICE) in Q1 2025, closing a stake of 281 shares — an estimated $47.7K sold.

GeoWealth Management first reported a position in NICE in Q3 2024 and held it in 2 quarters. The position peaked at $47.7K in Q4 2024. 361 funds tracked by Wall St. Rank hold NICE as of Q1 2025.

  • GeoWealth Management reported no remaining Nice position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 281 Nice shares in Q1 2025, an estimated $47.7K.
  • GeoWealth Management first reported a position in Nice in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Nice position peaked at $47.7K in Q4 2024.
  • 361 funds tracked by Wall St. Rank held Nice as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.