PWPS
NVEE

Pinnacle Wealth Planning Services’s NV5 Global NVEE Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-56
Closed -$1K – 1414
2020
Q4 		$1K Buy
+56
New +$942 ﹤0.01% 2145

Other funds holding NVEE

BlackRock
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
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
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's NVEE Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of NV5 Global (NVEE) in Q1 2021, closing a stake of 56 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in NVEE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 156 funds tracked by Wall St. Rank hold NVEE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining NV5 Global position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 56 NV5 Global shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in NV5 Global in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's NV5 Global position peaked at $1K in Q4 2020.
  • 156 funds tracked by Wall St. Rank held NV5 Global as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.