FF
NVEE

FourThought Financial’s NV5 Global NVEE Stock Holding History

FourThought Financial’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
2022
Q3 		$38K Hold
1,236
– – 0.01% 684
2022
Q2 		$36K Hold
1,236
– – 0.01% 705
2022
Q1 		$41K Hold
1,236
– – 0.01% 726
2021
Q4 		$43K Hold
1,236
– – 0.01% 705
2021
Q3 		$30K Hold
1,236
– – ﹤0.01% 855
2021
Q2 		$29K Hold
1,236
– – ﹤0.01% 857
2021
Q1 		$29K Hold
1,236
– – ﹤0.01% 825
2020
Q4 		$24K Buy
+1,236
New +$20.8K ﹤0.01% 835

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's NVEE Position: Q3 2022 in Review

FourThought Financial held its NV5 Global (NVEE) position steady in Q3 2022 at 1,236 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #684.

FourThought Financial first reported a position in NVEE in Q4 2020 and has held it in 8 quarters since. The position peaked at $43K in Q4 2021. 212 funds tracked by Wall St. Rank hold NVEE as of Q3 2022.

  • FourThought Financial held 1,236 shares of NV5 Global worth $38K as of Q3 2022.
  • FourThought Financial left its NV5 Global share count unchanged in Q3 2022.
  • NV5 Global made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #684 holding.
  • FourThought Financial first reported a position in NV5 Global in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's NV5 Global position peaked at $43K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held NV5 Global as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.