HWAM
NICE icon

Hennion & Walsh Asset Management’s Nice NICE Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		– Sell
-1,979
Closed -$218K – 991
2026
Q1 		$218K Sell
1,979
-51
-3% -$5.82K 0.01% 887
2025
Q4 		$229K Sell
2,030
-3,032
-60% -$366K 0.01% 884
2025
Q3 		$733K Sell
5,062
-139
-3% -$20.9K 0.03% 587
2025
Q2 		$879K Sell
5,201
-979
-16% -$158K 0.04% 523
2025
Q1 		$953K Sell
6,180
-104
-2% -$16.6K 0.04% 487
2024
Q4 		$1.07M Buy
6,284
+426
+7% +$75.9K 0.05% 450
2024
Q3 		$1.02M Buy
5,858
+240
+4% +$41.2K 0.05% 448
2024
Q2 		$966K Buy
5,618
+1,650
+42% +$339K 0.05% 427
2024
Q1 		$1.03M Buy
3,968
+1,212
+44% +$275K 0.06% 413
2023
Q4 		$550K Buy
+2,756
New +$496K 0.03% 533

Other funds holding NICE

KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
HCG
Haven Capital Group Westlake Village, California $125M AUM 29.36% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return