HWM
NVEE

Howard Wealth Management’s NV5 Global NVEE Stock Holding History

Howard Wealth 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
Q1 		– Sell
-80
Closed -$1K – 362
2019
Q4 		$1K Buy
+80
New +$1.17K ﹤0.01% 503

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Howard Wealth Management's NVEE Position: Q1 2020 in Review

Howard Wealth Management sold out of NV5 Global (NVEE) in Q1 2020, closing a stake of 80 shares — an estimated $1K sold.

Howard Wealth Management first reported a position in NVEE in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 117 funds tracked by Wall St. Rank hold NVEE as of Q1 2020.

  • Howard Wealth Management reported no remaining NV5 Global position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 80 NV5 Global shares in Q1 2020, an estimated $1K.
  • Howard Wealth Management first reported a position in NV5 Global in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's NV5 Global position peaked at $1K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held NV5 Global as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.