IAG Wealth Partners’s NV5 Global NVEE Stock Holding History

IAG Wealth Partners’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	-284	Closed	-$4K	–	449
2019 Q4	$4K	Buy	+284	New	+$4.14K	﹤0.01%	326

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

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

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

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

IAG Wealth Partners's NVEE Position: Q1 2020 in Review

IAG Wealth Partners sold out of NV5 Global (NVEE) in Q1 2020, closing a stake of 284 shares — an estimated $4K sold.

IAG Wealth Partners first reported a position in NVEE in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 117 funds tracked by Wall St. Rank hold NVEE as of Q1 2020.

IAG Wealth Partners reported no remaining NV5 Global position as of Q1 2020 after selling out during the quarter.
IAG Wealth Partners sold 284 NV5 Global shares in Q1 2020, an estimated $4K.
IAG Wealth Partners first reported a position in NV5 Global in Q4 2019 and held it in 1 quarter.
IAG Wealth Partners's NV5 Global position peaked at $4K in Q4 2019.
117 funds tracked by Wall St. Rank held NV5 Global as of Q1 2020.

Based on IAG Wealth Partners's 13F filing for Q1 2020, filed 11 Feb 2021.