KFI
NVEE

Key Financial Inc’s NV5 Global NVEE Stock Holding History

Key Financial Inc’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
2023
Q4 		– Sell
-200
Closed -$4.81K – 1349
2023
Q3 		$4.81K Hold
200
– – ﹤0.01% 923
2023
Q2 		$5.54K Hold
200
– – ﹤0.01% 902
2023
Q1 		$5.2K Hold
200
– – ﹤0.01% 814
2022
Q4 		$6.19K Hold
200
– – ﹤0.01% 742
2022
Q3 		$6K Hold
200
– – ﹤0.01% 754
2022
Q2 		$6K Hold
200
– – ﹤0.01% 759
2022
Q1 		$7K Buy
+200
New +$5.88K ﹤0.01% 726

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Key Financial Inc's NVEE Position: Q4 2023 in Review

Key Financial Inc sold out of NV5 Global (NVEE) in Q4 2023, closing a stake of 200 shares — an estimated $4.81K sold.

Key Financial Inc first reported a position in NVEE in Q1 2022 and held it in 7 quarters. The position peaked at $7K in Q1 2022. 204 funds tracked by Wall St. Rank hold NVEE as of Q4 2023.

  • Key Financial Inc reported no remaining NV5 Global position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 200 NV5 Global shares in Q4 2023, an estimated $4.81K.
  • Key Financial Inc first reported a position in NV5 Global in Q1 2022 and held it in 7 quarters.
  • Key Financial Inc's NV5 Global position peaked at $7K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held NV5 Global as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.