Physician Wealth Advisors’s NV5 Global NVEE Stock Holding History

Physician 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
2025 Q1	–	Sell	-41	Closed	-$773	–	1501
2024 Q4	$773	Buy	+41	New	+$899	﹤0.01%	1006

Other funds holding NVEE

BlackRock New York $5.72T AUM 30.48% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Physician Wealth Advisors's NVEE Position: Q1 2025 in Review

Physician Wealth Advisors sold out of NV5 Global (NVEE) in Q1 2025, closing a stake of 41 shares — an estimated $773 sold.

Physician Wealth Advisors first reported a position in NVEE in Q4 2024 and held it in 1 quarter. The position peaked at $773 in Q4 2024. 224 funds tracked by Wall St. Rank hold NVEE as of Q1 2025.

Physician Wealth Advisors reported no remaining NV5 Global position as of Q1 2025 after selling out during the quarter.
Physician Wealth Advisors sold 41 NV5 Global shares in Q1 2025, an estimated $773.
Physician Wealth Advisors first reported a position in NV5 Global in Q4 2024 and held it in 1 quarter.
Physician Wealth Advisors's NV5 Global position peaked at $773 in Q4 2024.
224 funds tracked by Wall St. Rank held NV5 Global as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.