ACA
NVEE

Aptus Capital Advisors’s NV5 Global NVEE Stock Holding History

Aptus Capital 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
2021
Q1 		– Sell
-17,400
Closed -$342K – 550
2020
Q4 		$342K Hold
17,400
– – 0.02% 258
2020
Q3 		$229K Hold
17,400
– – 0.01% 281
2020
Q2 		$221K Buy
+17,400
New +$196K 0.01% 253

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
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aptus Capital Advisors's NVEE Position: Q1 2021 in Review

Aptus Capital Advisors sold out of NV5 Global (NVEE) in Q1 2021, closing a stake of 17,400 shares — an estimated $342K sold.

Aptus Capital Advisors first reported a position in NVEE in Q2 2020 and held it in 3 quarters. The position peaked at $342K in Q4 2020. 156 funds tracked by Wall St. Rank hold NVEE as of Q1 2021.

  • Aptus Capital Advisors reported no remaining NV5 Global position as of Q1 2021 after selling out during the quarter.
  • Aptus Capital Advisors sold 17,400 NV5 Global shares in Q1 2021, an estimated $342K.
  • Aptus Capital Advisors first reported a position in NV5 Global in Q2 2020 and held it in 3 quarters.
  • Aptus Capital Advisors's NV5 Global position peaked at $342K in Q4 2020.
  • 156 funds tracked by Wall St. Rank held NV5 Global as of Q1 2021.

Based on Aptus Capital Advisors's 13F filing for Q1 2021, filed 6 May 2021.