ACM
NVEE

Anfield Capital Management’s NV5 Global NVEE Stock Holding History

Anfield Capital Management’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
2024
Q2 		– Sell
-12
Closed -$294 – 490
2024
Q1 		$294 Buy
+12
New +$312 ﹤0.01% 323

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Anfield Capital Management's NVEE Position: Q2 2024 in Review

Anfield Capital Management sold out of NV5 Global (NVEE) in Q2 2024, closing a stake of 12 shares — an estimated $294 sold.

Anfield Capital Management first reported a position in NVEE in Q1 2024 and held it in 1 quarter. The position peaked at $294 in Q1 2024. 212 funds tracked by Wall St. Rank hold NVEE as of Q2 2024.

  • Anfield Capital Management reported no remaining NV5 Global position as of Q2 2024 after selling out during the quarter.
  • Anfield Capital Management sold 12 NV5 Global shares in Q2 2024, an estimated $294.
  • Anfield Capital Management first reported a position in NV5 Global in Q1 2024 and held it in 1 quarter.
  • Anfield Capital Management's NV5 Global position peaked at $294 in Q1 2024.
  • 212 funds tracked by Wall St. Rank held NV5 Global as of Q2 2024.

Based on Anfield Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.