VWM
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Venturi Wealth Management’s Nice NICE Stock Holding History

Venturi Wealth Management’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 		$305K Buy
+2,762
New +$315K 0.01% 459
2025
Q1 		– Sell
-834
Closed -$142K – 1389
2024
Q4 		$142K Sell
834
-113
-12% -$20.1K 0.01% 645
2024
Q3 		$164K Hold
947
– – 0.01% 465
2024
Q2 		$163K Sell
947
-996
-51% -$205K 0.01% 437
2024
Q1 		$506K Sell
1,943
-15
-0.8% -$3.4K 0.03% 267
2023
Q4 		$391K Sell
1,958
-24
-1% -$4.32K 0.03% 285
2023
Q3 		$337K Sell
1,982
-1,003
-34% -$200K 0.03% 281
2023
Q2 		$616K Buy
2,985
+27
+0.9% +$5.57K 0.05% 201
2023
Q1 		$677K Buy
2,958
+1,120
+61% +$235K 0.06% 210
2022
Q4 		$353K Buy
+1,838
New +$354K 0.03% 264
2022
Q3 		– Sell
-1,789
Closed -$344K – 334
2022
Q2 		$344K Sell
1,789
-98
-5% -$19.8K 0.03% 255
2022
Q1 		$414K Buy
1,887
+32
+2% +$7.76K 0.03% 259
2021
Q4 		$563K Buy
+1,855
New +$535K 0.04% 238

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