Grove Bank & Trust’s Nice NICE Stock Holding History

Grove Bank & Trust’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	$32.8K	Sell	361 -12	-3%	-$1.16K	﹤0.01%	492
2026 Q1	$41.1K	Sell	373 -4	-1%	-$457	﹤0.01%	446
2025 Q4	$42.6K	Sell	377 -14	-4%	-$1.69K	﹤0.01%	436
2025 Q3	$56.6K	Sell	391 -88	-18%	-$13.2K	0.01%	402
2025 Q2	$80.9K	Sell	479 -6	-1%	-$966	0.01%	362
2025 Q1	$74.8K	Sell	485 -34	-7%	-$5.44K	0.01%	356
2024 Q4	$88.1K	Sell	519 -25	-5%	-$4.46K	0.01%	309
2024 Q3	$94.5K	Buy	544 +123	+29%	+$21.1K	0.01%	298
2024 Q2	$72.4K	Sell	421 -157	-27%	-$32.3K	0.01%	313
2024 Q1	$151K	Buy	578 +12	+2%	+$2.72K	0.03%	256
2023 Q4	$113K	Sell	566 -2	-0.4%	-$360	0.02%	273
2023 Q3	$96.6K	Sell	568 -20	-3%	-$3.98K	0.02%	290
2023 Q2	$121K	Sell	588 -3	-0.5%	-$619	0.02%	270
2023 Q1	$135K	Buy	591 +24	+4%	+$5.04K	0.03%	257
2022 Q4	$109K	Buy	+567	New	+$109K	0.02%	277

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