BCMLT
NVEE

Beacon Capital Management LLC (Tennessee)’s NV5 Global NVEE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q4 		– Sell
-48
Closed -$1.12K – 1169
2024
Q3 		$1.12K Hold
48
– – ﹤0.01% 1095
2024
Q2 		$1.12K Hold
48
– – ﹤0.01% 935
2024
Q1 		$1.18K Buy
+48
New +$1.25K ﹤0.01% 942

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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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s NVEE Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of NV5 Global (NVEE) in Q4 2024, closing a stake of 48 shares — an estimated $1.12K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in NVEE in Q1 2024 and held it in 3 quarters. The position peaked at $1.18K in Q1 2024. 220 funds tracked by Wall St. Rank hold NVEE as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining NV5 Global position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 48 NV5 Global shares in Q4 2024, an estimated $1.12K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in NV5 Global in Q1 2024 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s NV5 Global position peaked at $1.18K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held NV5 Global as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.