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Wealthedge Investment Advisors’s Nice NICE Stock Holding History

Wealthedge Investment 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
Q2 		– Sell
-2,856
Closed -$440K – 174
2025
Q1 		$440K Buy
+2,856
New +$457K 0.2% 97

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wealthedge Investment Advisors's NICE Position: Q2 2025 in Review

Wealthedge Investment Advisors sold out of Nice (NICE) in Q2 2025, closing a stake of 2,856 shares — an estimated $440K sold.

Wealthedge Investment Advisors first reported a position in NICE in Q1 2025 and held it in 1 quarter. The position peaked at $440K in Q1 2025. 368 funds tracked by Wall St. Rank hold NICE as of Q2 2025.

  • Wealthedge Investment Advisors reported no remaining Nice position as of Q2 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 2,856 Nice shares in Q2 2025, an estimated $440K.
  • Wealthedge Investment Advisors first reported a position in Nice in Q1 2025 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Nice position peaked at $440K in Q1 2025.
  • 368 funds tracked by Wall St. Rank held Nice as of Q2 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.