SWA
NVEE

Sutton Wealth Advisors’s NV5 Global NVEE Stock Holding History

Sutton 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
2023
Q1 		– Sell
-296
Closed -$9.79K – 1303
2022
Q4 		$9.79K Buy
296
+272
+1,133% +$9.46K ﹤0.01% 953
2022
Q3 		$743 Hold
24
– – ﹤0.01% 1379
2022
Q2 		$700 Hold
24
– – ﹤0.01% 1379
2022
Q1 		$800 Buy
24
+12
+100% +$353 ﹤0.01% 1393
2021
Q4 		$414 Buy
+12
New +$346 ﹤0.01% 1562

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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Sutton Wealth Advisors's NVEE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of NV5 Global (NVEE) in Q1 2023, closing a stake of 296 shares — an estimated $9.79K sold.

Sutton Wealth Advisors first reported a position in NVEE in Q4 2021 and held it in 5 quarters. The position peaked at $9.79K in Q4 2022. 213 funds tracked by Wall St. Rank hold NVEE as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining NV5 Global position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 296 NV5 Global shares in Q1 2023, an estimated $9.79K.
  • Sutton Wealth Advisors first reported a position in NV5 Global in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's NV5 Global position peaked at $9.79K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.