FCM
NVEE

Firestone Capital Management’s NV5 Global NVEE Stock Holding History

Firestone Capital 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
Q4 		– Sell
-492
Closed -$12K – 322
2021
Q3 		$12K Hold
492
– – ﹤0.01% 357
2021
Q2 		$12K Hold
492
– – ﹤0.01% 349
2021
Q1 		$12K Hold
492
– – ﹤0.01% 350
2020
Q4 		$10K Hold
492
– – ﹤0.01% 361
2020
Q3 		$6K Hold
492
– – ﹤0.01% 351
2020
Q2 		$6K Sell
492
-20
-4% -$225 ﹤0.01% 358
2020
Q1 		$5K Hold
512
– – ﹤0.01% 358
2019
Q4 		$6K Buy
+512
New +$7.46K ﹤0.01% 369

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Firestone Capital Management's NVEE Position: Q4 2021 in Review

Firestone Capital Management sold out of NV5 Global (NVEE) in Q4 2021, closing a stake of 492 shares — an estimated $12K sold.

Firestone Capital Management first reported a position in NVEE in Q4 2019 and held it in 8 quarters. The position peaked at $12K in Q3 2021. 188 funds tracked by Wall St. Rank hold NVEE as of Q4 2021.

  • Firestone Capital Management reported no remaining NV5 Global position as of Q4 2021 after selling out during the quarter.
  • Firestone Capital Management sold 492 NV5 Global shares in Q4 2021, an estimated $12K.
  • Firestone Capital Management first reported a position in NV5 Global in Q4 2019 and held it in 8 quarters.
  • Firestone Capital Management's NV5 Global position peaked at $12K in Q3 2021.
  • 188 funds tracked by Wall St. Rank held NV5 Global as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.