1IA
NVEE

1834 Investment Advisors’s NV5 Global NVEE Stock Holding History

1834 Investment Advisors’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-204
Closed -$3K – 454
2020
Q2 		$3K Buy
+204
New +$2.3K ﹤0.01% 408

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

1834 Investment Advisors's NVEE Position: Q3 2020 in Review

1834 Investment Advisors sold out of NV5 Global (NVEE) in Q3 2020, closing a stake of 204 shares — an estimated $3K sold.

1834 Investment Advisors first reported a position in NVEE in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 116 funds tracked by Wall St. Rank hold NVEE as of Q3 2020.

  • 1834 Investment Advisors reported no remaining NV5 Global position as of Q3 2020 after selling out during the quarter.
  • 1834 Investment Advisors sold 204 NV5 Global shares in Q3 2020, an estimated $3K.
  • 1834 Investment Advisors first reported a position in NV5 Global in Q2 2020 and held it in 1 quarter.
  • 1834 Investment Advisors's NV5 Global position peaked at $3K in Q2 2020.
  • 116 funds tracked by Wall St. Rank held NV5 Global as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.