Wealth Enhancement Advisory Services
NICE icon

Wealth Enhancement Advisory Services’s Nice NICE Stock Holding History

Wealth Enhancement Advisory Services’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 		$298K Buy
14,915
+8,472
+131% +$967K ﹤0.01% 2786
2025
Q4 		$800K Sell
6,443
-1,838
-22% -$222K ﹤0.01% 2107
2025
Q3 		$1.12M Buy
8,281
+1,918
+30% +$288K ﹤0.01% 1776
2025
Q2 		$1.08M Buy
+6,363
New +$1.02M ﹤0.01% 1707
2025
Q1 		– Sell
-1,450
Closed -$246K – 3096
2024
Q4 		$246K Buy
+1,450
New +$258K ﹤0.01% 2540
2024
Q3 		– Sell
-1,771
Closed -$305K – 2883
2024
Q2 		$305K Buy
1,771
+279
+19% +$57.4K ﹤0.01% 1968
2024
Q1 		$389K Buy
1,492
+90
+6% +$20.4K ﹤0.01% 1739
2023
Q4 		$280K Sell
1,402
-421
-23% -$75.7K ﹤0.01% 1863
2023
Q3 		$310K Buy
+1,823
New +$363K ﹤0.01% 1724

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