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NVEE

Bell Investment Advisors’s NV5 Global NVEE Stock Holding History

Bell 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
2024
Q4 		– Sell
-20
Closed -$468 – 1935
2024
Q3 		$468 Hold
20
– – ﹤0.01% 1796
2024
Q2 		$465 Sell
20
-40
-67% -$934 ﹤0.01% 1837
2024
Q1 		$1.47K Hold
60
– – ﹤0.01% 1471
2023
Q4 		$1.67K Buy
60
+20
+50% +$508 ﹤0.01% 1409
2023
Q3 		$963 Buy
40
+20
+100% +$516 ﹤0.01% 1589
2023
Q2 		$554 Sell
20
-20
-50% -$491 ﹤0.01% 1794
2023
Q1 		$1.04K Buy
40
+20
+100% +$600 ﹤0.01% 1557
2022
Q4 		$662 Hold
20
– – ﹤0.01% 1694
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1500
2022
Q2 		$1K Buy
+20
New +$600 ﹤0.01% 1521
2021
Q4 		$1K Buy
+16
New +$461 ﹤0.01% 1528

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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 $4.71B AUM 6.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's NVEE Position: Q4 2024 in Review

Bell Investment Advisors sold out of NV5 Global (NVEE) in Q4 2024, closing a stake of 20 shares — an estimated $468 sold.

Bell Investment Advisors first reported a position in NVEE in Q4 2021 and held it in 11 quarters. The position peaked at $1.67K in Q4 2023. 220 funds tracked by Wall St. Rank hold NVEE as of Q4 2024.

  • Bell Investment Advisors reported no remaining NV5 Global position as of Q4 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 20 NV5 Global shares in Q4 2024, an estimated $468.
  • Bell Investment Advisors first reported a position in NV5 Global in Q4 2021 and held it in 11 quarters.
  • Bell Investment Advisors's NV5 Global position peaked at $1.67K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held NV5 Global as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.