Financial Gravity Asset Management’s NV5 Global NVEE Stock Holding History

Financial Gravity Asset Management’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	$0	Buy	+8	New	+$135	﹤0.01%	620
2019 Q4	$50K	Hold	52	–	–	0.03%	650
2019 Q3	$1K	Buy	52 +12	+30%	+$218	﹤0.01%	1078
2019 Q2	$1K	Sell	40 -8	-17%	-$143	﹤0.01%	1101
2019 Q1	$1K	Buy	+48	New	+$826	﹤0.01%	1154
2018 Q3	$4K	Hold	192	–	–	﹤0.01%	787
2018 Q2	$4K	Sell	192 -48	-20%	-$748	﹤0.01%	838
2018 Q1	$4K	Buy	+240	New	+$2.96K	﹤0.01%	795

Other funds holding NVEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

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

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 $933M AUM 56.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Financial Gravity Asset Management's NVEE Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in NV5 Global (NVEE) in Q4 2020: 8 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in NVEE as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in NVEE in Q1 2018 and has held it in 8 quarters since. The position peaked at $50K in Q4 2019. 136 funds tracked by Wall St. Rank hold NVEE as of Q4 2020.

Financial Gravity Asset Management held 8 shares of NV5 Global worth $0 as of Q4 2020.
NV5 Global was a new Financial Gravity Asset Management position in Q4 2020.
NV5 Global made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #620 holding.
Financial Gravity Asset Management first reported a position in NV5 Global in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's NV5 Global position peaked at $50K in Q4 2019.
136 funds tracked by Wall St. Rank held NV5 Global as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.