SWM
NVEE

Sugarloaf Wealth Management’s NV5 Global NVEE Stock Holding History

Sugarloaf Wealth Management’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
2022
Q3 		– Sell
-400
Closed -$12K – 860
2022
Q2 		$12K Hold
400
– – ﹤0.01% 494
2022
Q1 		$13K Hold
400
– – ﹤0.01% 465
2021
Q4 		$14K Hold
400
– – ﹤0.01% 476
2021
Q3 		$10K Sell
400
-400
-50% -$9.85K ﹤0.01% 522
2021
Q2 		$19K Hold
800
– – 0.01% 424
2021
Q1 		$19 Buy
800
+400
+100% +$9.54K 0.01% 417
2020
Q4 		$8K Hold
400
– – ﹤0.01% 500
2020
Q3 		$5K Hold
400
– – ﹤0.01% 521
2020
Q2 		$5K Buy
+400
New +$4.5K ﹤0.01% 525

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's NVEE Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of NV5 Global (NVEE) in Q3 2022, closing a stake of 400 shares — an estimated $12K sold.

Sugarloaf Wealth Management first reported a position in NVEE in Q2 2020 and held it in 9 quarters. The position peaked at $19K in Q2 2021. 212 funds tracked by Wall St. Rank hold NVEE as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining NV5 Global position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 400 NV5 Global shares in Q3 2022, an estimated $12K.
  • Sugarloaf Wealth Management first reported a position in NV5 Global in Q2 2020 and held it in 9 quarters.
  • Sugarloaf Wealth Management's NV5 Global position peaked at $19K in Q2 2021.
  • 212 funds tracked by Wall St. Rank held NV5 Global as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.