TWA
NVEE

TCI Wealth Advisors’s NV5 Global NVEE Stock Holding History

TCI 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
Q2 		– Sell
-288
Closed -$7.49K – 1534
2023
Q1 		$7.49K Buy
288
+148
+106% +$4.44K ﹤0.01% 1257
2022
Q4 		$4.63K Hold
140
– – ﹤0.01% 1582
2022
Q3 		$4K Hold
140
– – ﹤0.01% 1644
2022
Q2 		$4K Hold
140
– – ﹤0.01% 1662
2022
Q1 		$5K Hold
140
– – ﹤0.01% 1575
2021
Q4 		$5K Hold
140
– – ﹤0.01% 1691
2021
Q3 		$3K Buy
+140
New +$3.45K ﹤0.01% 1975

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

TCI Wealth Advisors's NVEE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of NV5 Global (NVEE) in Q2 2023, closing a stake of 288 shares — an estimated $7.49K sold.

TCI Wealth Advisors first reported a position in NVEE in Q3 2021 and held it in 7 quarters. The position peaked at $7.49K in Q1 2023. 199 funds tracked by Wall St. Rank hold NVEE as of Q2 2023.

  • TCI Wealth Advisors reported no remaining NV5 Global position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 288 NV5 Global shares in Q2 2023, an estimated $7.49K.
  • TCI Wealth Advisors first reported a position in NV5 Global in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's NV5 Global position peaked at $7.49K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held NV5 Global as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.