CSPIA
NVEE

Cary Street Partners Investment Advisory’s NV5 Global NVEE Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-1,200
Closed -$16K – 692
2020
Q3 		$16K Buy
+1,200
New +$16K ﹤0.01% 692

Other funds holding NVEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Cary Street Partners Investment Advisory's NVEE Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of NV5 Global (NVEE) in Q4 2020, closing a stake of 1,200 shares — an estimated $16K sold.

Cary Street Partners Investment Advisory first reported a position in NVEE in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 136 funds tracked by Wall St. Rank hold NVEE as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining NV5 Global position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,200 NV5 Global shares in Q4 2020, an estimated $16K.
  • Cary Street Partners Investment Advisory first reported a position in NV5 Global in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's NV5 Global position peaked at $16K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held NV5 Global as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.