Halpern Financial’s NV5 Global NVEE Stock Holding History

Halpern 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
2020 Q4	–	Sell	-56	Closed	-$739	–	214
2020 Q3	$739	Buy	+56	New	+$747	﹤0.01%	189

Other funds holding NVEE

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Halpern Financial's NVEE Position: Q4 2020 in Review

Halpern Financial sold out of NV5 Global (NVEE) in Q4 2020, closing a stake of 56 shares — an estimated $739 sold.

Halpern Financial first reported a position in NVEE in Q3 2020 and held it in 1 quarter. The position peaked at $739 in Q3 2020. 136 funds tracked by Wall St. Rank hold NVEE as of Q4 2020.

Halpern Financial reported no remaining NV5 Global position as of Q4 2020 after selling out during the quarter.
Halpern Financial sold 56 NV5 Global shares in Q4 2020, an estimated $739.
Halpern Financial first reported a position in NV5 Global in Q3 2020 and held it in 1 quarter.
Halpern Financial's NV5 Global position peaked at $739 in Q3 2020.
136 funds tracked by Wall St. Rank held NV5 Global as of Q4 2020.

Based on Halpern Financial's 13F filing for Q4 2020, filed 21 Sep 2023.