BFEC
NVEE

Benjamin F. Edwards & Company’s NV5 Global NVEE Stock Holding History

Benjamin F. Edwards & Company’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
-8
Closed – – 2207
2024
Q1 		$0 Buy
+8
New +$208 ﹤0.01% 2209

Other funds holding NVEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Benjamin F. Edwards & Company's NVEE Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of NV5 Global (NVEE) in Q2 2024, closing a stake of 8 shares.

Benjamin F. Edwards & Company first reported a position in NVEE in Q1 2024 and held it in 1 quarter. The position peaked at $0 in Q1 2024. 213 funds tracked by Wall St. Rank hold NVEE as of Q2 2024.

  • Benjamin F. Edwards & Company reported no remaining NV5 Global position as of Q2 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 8 NV5 Global shares in Q2 2024.
  • Benjamin F. Edwards & Company first reported a position in NV5 Global in Q1 2024 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's NV5 Global position peaked at $0 in Q1 2024.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.