SWS
NVEE

SYSTM Wealth Solutions’s NV5 Global NVEE Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-144
Closed -$3.53K – 866
2024
Q1 		$3.53K Hold
144
– – ﹤0.01% 855
2023
Q4 		$4K Buy
+144
New +$3.66K ﹤0.01% 896

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SYSTM Wealth Solutions's NVEE Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of NV5 Global (NVEE) in Q2 2024, closing a stake of 144 shares — an estimated $3.53K sold.

SYSTM Wealth Solutions first reported a position in NVEE in Q4 2023 and held it in 2 quarters. The position peaked at $4K in Q4 2023. 212 funds tracked by Wall St. Rank hold NVEE as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining NV5 Global position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 144 NV5 Global shares in Q2 2024, an estimated $3.53K.
  • SYSTM Wealth Solutions first reported a position in NV5 Global in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's NV5 Global position peaked at $4K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held NV5 Global as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.