Kistler-Tiffany Companies’s NV5 Global NVEE Stock Holding History

Kistler-Tiffany Companies’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 Q2	$19.8K	Hold	716	–	–	﹤0.01%	619
2023 Q1	$18.6K	Hold	716	–	–	﹤0.01%	564
2022 Q4	$23.7K	Hold	716	–	–	﹤0.01%	509
2022 Q3	$22K	Hold	716	–	–	0.01%	482
2022 Q2	$21K	Hold	716	–	–	﹤0.01%	497
2022 Q1	$24K	Hold	716	–	–	﹤0.01%	492
2021 Q4	$25K	Hold	716	–	–	﹤0.01%	469
2021 Q3	$18K	Hold	716	–	–	﹤0.01%	516
2021 Q2	$17K	Hold	716	–	–	﹤0.01%	508
2021 Q1	$17K	Hold	716	–	–	﹤0.01%	477
2020 Q4	$14K	Hold	716	–	–	﹤0.01%	468
2020 Q3	$9K	Hold	716	–	–	﹤0.01%	489
2020 Q2	$9K	Hold	716	–	–	﹤0.01%	459
2020 Q1	$9K	Hold	716	–	–	﹤0.01%	453
2019 Q4	$9K	Hold	716	–	–	﹤0.01%	460
2019 Q3	$12K	Hold	716	–	–	﹤0.01%	432
2019 Q2	$15K	Hold	716	–	–	0.01%	396
2019 Q1	$11K	Hold	716	–	–	﹤0.01%	422
2018 Q4	$11K	Hold	716	–	–	0.01%	392
2018 Q3	$16K	Buy	716 +104	+17%	+$2.14K	0.01%	376
2018 Q2	$11K	Hold	612	–	–	﹤0.01%	408
2018 Q1	$9K	Buy	612 +176	+40%	+$2.17K	﹤0.01%	438
2017 Q4	$6K	Buy	436 +148	+51%	+$2.01K	﹤0.01%	459
2017 Q3	$4K	Buy	+288	New	+$3.26K	﹤0.01%	461

Other funds holding NVEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Kistler-Tiffany Companies's NVEE Position: Q2 2023 in Review

Kistler-Tiffany Companies held its NV5 Global (NVEE) position steady in Q2 2023 at 716 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Kistler-Tiffany Companies first reported a position in NVEE in Q3 2017 and has held it in 24 quarters since. The position peaked at $25K in Q4 2021. 199 funds tracked by Wall St. Rank hold NVEE as of Q2 2023.

Kistler-Tiffany Companies held 716 shares of NV5 Global worth $19.8K as of Q2 2023.
Kistler-Tiffany Companies left its NV5 Global share count unchanged in Q2 2023.
NV5 Global made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #619 holding.
Kistler-Tiffany Companies first reported a position in NV5 Global in Q3 2017 and has held it in 24 quarters since.
Kistler-Tiffany Companies's NV5 Global position peaked at $25K in Q4 2021.
199 funds tracked by Wall St. Rank held NV5 Global as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.