JFS Wealth Advisors’s Nice NICE Stock Holding History

JFS 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 Q3	–	Sell	-6	Closed	-$1.01K	–	1930
2025 Q2	$1.01K	Buy	+6	New	+$966	﹤0.01%	1570
2025 Q1	–	Sell	-20	Closed	-$3.4K	–	1975
2024 Q4	$3.4K	Buy	20 +9	+82%	+$1.6K	﹤0.01%	1276
2024 Q3	$1.91K	Sell	11 -2	-15%	-$343	﹤0.01%	1507
2024 Q2	$2.24K	Sell	13 -9	-41%	-$1.85K	﹤0.01%	1393
2024 Q1	$5.73K	Buy	22 +6	+38%	+$1.36K	﹤0.01%	1049
2023 Q4	$3.19K	Sell	16 -3	-16%	-$540	﹤0.01%	1234
2023 Q3	$3.23K	Sell	19 -2	-10%	-$398	﹤0.01%	1183
2023 Q2	$4.34K	Sell	21 -1	-5%	-$206	﹤0.01%	1067
2023 Q1	$5.04K	Sell	22 -1	-4%	-$210	﹤0.01%	982
2022 Q4	$4.42K	Buy	23 +9	+64%	+$1.73K	﹤0.01%	1037
2022 Q3	$3K	Buy	14 +1	+8%	+$209	﹤0.01%	1210
2022 Q2	$3K	Sell	13 -1	-7%	-$202	﹤0.01%	1210
2022 Q1	$3K	Buy	14 +9	+180%	+$2.18K	﹤0.01%	1283
2021 Q4	$2K	Buy	+5	New	+$1.44K	﹤0.01%	1118

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return