FGAM
NVEE

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
2021
Q1 		– Sell
-8
Closed – – 857
2020
Q4 		$0 Buy
+8
New +$135 ﹤0.01% 620
2020
Q2 		– Sell
-124
Closed -$1.29K – 594
2020
Q1 		$1.29K Buy
124
+72
+138% +$962 ﹤0.01% 444
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
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
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Asset Management's NVEE Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of NV5 Global (NVEE) in Q1 2021, closing a stake of 8 shares.

Financial Gravity Asset Management first reported a position in NVEE in Q1 2018 and held it in 9 quarters. The position peaked at $50K in Q4 2019. 156 funds tracked by Wall St. Rank hold NVEE as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining NV5 Global position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 8 NV5 Global shares in Q1 2021.
  • Financial Gravity Asset Management first reported a position in NV5 Global in Q1 2018 and held it in 9 quarters.
  • Financial Gravity Asset Management's NV5 Global position peaked at $50K in Q4 2019.
  • 156 funds tracked by Wall St. Rank held NV5 Global as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.