JWA
NVEE

JFS Wealth Advisors’s NV5 Global NVEE Stock Holding History

JFS Wealth Advisors’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
2024
Q4 		– Sell
-12
Closed -$281 – 1979
2024
Q3 		$281 Sell
12
-4
-25% -$95 ﹤0.01% 1850
2024
Q2 		$372 Hold
16
– – ﹤0.01% 1836
2024
Q1 		$393 Sell
16
-4
-20% -$104 ﹤0.01% 1826
2023
Q4 		$556 Buy
20
+12
+150% +$305 ﹤0.01% 1784
2023
Q3 		$193 Sell
8
-4
-33% -$103 ﹤0.01% 1867
2023
Q2 		$333 Sell
12
-4
-25% -$98 ﹤0.01% 1814
2023
Q1 		$416 Hold
16
– – ﹤0.01% 1742
2022
Q4 		$529 Hold
16
– – ﹤0.01% 1728
2022
Q3 		$0 Buy
16
+4
+33% +$131 ﹤0.01% 1864
2022
Q2 		$0 Buy
12
+4
+50% +$120 ﹤0.01% 1879
2022
Q1 		$0 Buy
+8
New +$235 ﹤0.01% 1919

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFS Wealth Advisors's NVEE Position: Q4 2024 in Review

JFS Wealth Advisors sold out of NV5 Global (NVEE) in Q4 2024, closing a stake of 12 shares — an estimated $281 sold.

JFS Wealth Advisors first reported a position in NVEE in Q1 2022 and held it in 11 quarters. The position peaked at $556 in Q4 2023. 220 funds tracked by Wall St. Rank hold NVEE as of Q4 2024.

  • JFS Wealth Advisors reported no remaining NV5 Global position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 12 NV5 Global shares in Q4 2024, an estimated $281.
  • JFS Wealth Advisors first reported a position in NV5 Global in Q1 2022 and held it in 11 quarters.
  • JFS Wealth Advisors's NV5 Global position peaked at $556 in Q4 2023.
  • 220 funds tracked by Wall St. Rank held NV5 Global as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.