CAN
NVEE

Cetera Advisor Networks’s NV5 Global NVEE Stock Holding History

Cetera Advisor Networks’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
Q3 		– Sell
-232
Closed -$3K – 2425
2020
Q2 		$3K Buy
+232
New +$2.61K ﹤0.01% 3150

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Cetera Advisor Networks's NVEE Position: Q3 2020 in Review

Cetera Advisor Networks sold out of NV5 Global (NVEE) in Q3 2020, closing a stake of 232 shares — an estimated $3K sold.

Cetera Advisor Networks first reported a position in NVEE in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 116 funds tracked by Wall St. Rank hold NVEE as of Q3 2020.

  • Cetera Advisor Networks reported no remaining NV5 Global position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 232 NV5 Global shares in Q3 2020, an estimated $3K.
  • Cetera Advisor Networks first reported a position in NV5 Global in Q2 2020 and held it in 1 quarter.
  • Cetera Advisor Networks's NV5 Global position peaked at $3K in Q2 2020.
  • 116 funds tracked by Wall St. Rank held NV5 Global as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.