CIBC World Markets’s NV5 Global NVEE Stock Holding History

CIBC World Markets’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
2025 Q2	–	Sell	-12,674	Closed	-$244K	–	1808
2025 Q1	$244K	Buy	+12,674	New	+$232K	﹤0.01%	1356

Other funds holding NVEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

CIBC World Markets's NVEE Position: Q2 2025 in Review

CIBC World Markets sold out of NV5 Global (NVEE) in Q2 2025, closing a stake of 12,674 shares — an estimated $244K sold.

CIBC World Markets first reported a position in NVEE in Q1 2025 and held it in 1 quarter. The position peaked at $244K in Q1 2025. 238 funds tracked by Wall St. Rank hold NVEE as of Q2 2025.

CIBC World Markets reported no remaining NV5 Global position as of Q2 2025 after selling out during the quarter.
CIBC World Markets sold 12,674 NV5 Global shares in Q2 2025, an estimated $244K.
CIBC World Markets first reported a position in NV5 Global in Q1 2025 and held it in 1 quarter.
CIBC World Markets's NV5 Global position peaked at $244K in Q1 2025.
238 funds tracked by Wall St. Rank held NV5 Global as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.