Heritage Wealth Advisors
NICE icon

Heritage Wealth Advisors’s Nice NICE Stock Holding History

Heritage 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
2025
Q1 		– Sell
-4
Closed -$679 – 625
2024
Q4 		$679 Hold
4
– – ﹤0.01% 584
2024
Q3 		$695 Buy
+4
New +$687 ﹤0.01% 580

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

Heritage Wealth Advisors's NICE Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Nice (NICE) in Q1 2025, closing a stake of 4 shares — an estimated $679 sold.

Heritage Wealth Advisors first reported a position in NICE in Q3 2024 and held it in 2 quarters. The position peaked at $695 in Q3 2024. 361 funds tracked by Wall St. Rank hold NICE as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Nice position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 4 Nice shares in Q1 2025, an estimated $679.
  • Heritage Wealth Advisors first reported a position in Nice in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Advisors's Nice position peaked at $695 in Q3 2024.
  • 361 funds tracked by Wall St. Rank held Nice as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.