TD Asset Management
NVEE

TD Asset Management’s NV5 Global NVEE Stock Holding History

TD Asset 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
2024
Q3 		– Sell
-50,056
Closed -$1.16M – 1415
2024
Q2 		$1.16M Hold
50,056
– – ﹤0.01% 1135
2024
Q1 		$1.23M Buy
50,056
+26,400
+112% +$685K ﹤0.01% 1136
2023
Q4 		$657K Buy
+23,656
New +$601K ﹤0.01% 1261

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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

TD Asset Management's NVEE Position: Q3 2024 in Review

TD Asset Management sold out of NV5 Global (NVEE) in Q3 2024, closing a stake of 50,056 shares — an estimated $1.16M sold.

TD Asset Management first reported a position in NVEE in Q4 2023 and held it in 3 quarters. The position peaked at $1.23M in Q1 2024. 213 funds tracked by Wall St. Rank hold NVEE as of Q3 2024.

  • TD Asset Management reported no remaining NV5 Global position as of Q3 2024 after selling out during the quarter.
  • TD Asset Management sold 50,056 NV5 Global shares in Q3 2024, an estimated $1.16M.
  • TD Asset Management first reported a position in NV5 Global in Q4 2023 and held it in 3 quarters.
  • TD Asset Management's NV5 Global position peaked at $1.23M in Q1 2024.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q3 2024.

Based on TD Asset Management's 13F filing for Q3 2024, filed 1 Nov 2024.