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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 $33B AUM 40.62% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's NICE Position: Q3 2025 in Review

JFS Wealth Advisors sold out of Nice (NICE) in Q3 2025, closing a stake of 6 shares — an estimated $1.01K sold.

JFS Wealth Advisors first reported a position in NICE in Q4 2021 and held it in 14 quarters. The position peaked at $5.73K in Q1 2024. 378 funds tracked by Wall St. Rank hold NICE as of Q3 2025.

  • JFS Wealth Advisors reported no remaining Nice position as of Q3 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 6 Nice shares in Q3 2025, an estimated $1.01K.
  • JFS Wealth Advisors first reported a position in Nice in Q4 2021 and held it in 14 quarters.
  • JFS Wealth Advisors's Nice position peaked at $5.73K in Q1 2024.
  • 378 funds tracked by Wall St. Rank held Nice as of Q3 2025.

Based on JFS Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.