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Provenance Wealth Advisors’s Nice NICE Stock Holding History

Provenance 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
-1,200
Closed -$204K – 575
2024
Q4 		$204K Hold
1,200
– – 0.03% 148
2024
Q3 		$208K Hold
1,200
– – 0.03% 152
2024
Q2 		$206K Hold
1,200
– – 0.03% 139
2024
Q1 		$313K Hold
1,200
– – 0.04% 114
2023
Q4 		$239K Hold
1,200
– – 0.03% 118
2023
Q3 		$204K Buy
+1,200
New +$239K 0.03% 112

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
MMH
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PF
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

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

Provenance Wealth Advisors sold out of Nice (NICE) in Q1 2025, closing a stake of 1,200 shares — an estimated $204K sold.

Provenance Wealth Advisors first reported a position in NICE in Q3 2023 and held it in 6 quarters. The position peaked at $313K in Q1 2024. 361 funds tracked by Wall St. Rank hold NICE as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Nice position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 1,200 Nice shares in Q1 2025, an estimated $204K.
  • Provenance Wealth Advisors first reported a position in Nice in Q3 2023 and held it in 6 quarters.
  • Provenance Wealth Advisors's Nice position peaked at $313K in Q1 2024.
  • 361 funds tracked by Wall St. Rank held Nice as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.