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Sequoia Financial Advisors’s Nice NICE Stock Holding History

Sequoia Financial 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
2026
Q1 		$624K Buy
5,655
+1,783
+46% +$204K ﹤0.01% 1140
2025
Q4 		$438K Buy
3,872
+1,528
+65% +$185K ﹤0.01% 1351
2025
Q3 		$339K Buy
2,344
+621
+36% +$93.2K ﹤0.01% 1333
2025
Q2 		$291K Buy
+1,723
New +$278K ﹤0.01% 1276
2025
Q1 		– Sell
-1,483
Closed -$252K – 1439
2024
Q4 		$252K Sell
1,483
-346
-19% -$61.7K ﹤0.01% 1104
2024
Q3 		$318K Buy
1,829
+627
+52% +$108K ﹤0.01% 937
2024
Q2 		$207K Sell
1,202
-5
-0.4% -$1.03K ﹤0.01% 1095
2024
Q1 		$315K Buy
1,207
+47
+4% +$10.7K ﹤0.01% 839
2023
Q4 		$231K Buy
+1,160
New +$209K ﹤0.01% 1037
2023
Q3 		– Sell
-1,393
Closed -$288K – 994
2023
Q2 		$288K Buy
1,393
+118
+9% +$24.3K ﹤0.01% 717
2023
Q1 		$292K Sell
1,275
-91
-7% -$19.1K 0.01% 637
2022
Q4 		$263K Buy
+1,366
New +$263K 0.01% 633

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return