TFA
NVEE

Toth Financial Advisory’s NV5 Global NVEE Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-52
Closed -$1.22K – 736
2024
Q3 		$1.22K Hold
52
– – ﹤0.01% 659
2024
Q2 		$1.21K Buy
+52
New +$1.21K ﹤0.01% 680
2022
Q2 		– Sell
-20,800
Closed -$693K – 748
2022
Q1 		$693K Buy
+20,800
New +$611K 0.1% 142

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Toth Financial Advisory's NVEE Position: Q4 2024 in Review

Toth Financial Advisory sold out of NV5 Global (NVEE) in Q4 2024, closing a stake of 52 shares — an estimated $1.22K sold.

Toth Financial Advisory first reported a position in NVEE in Q1 2022 and held it in 3 quarters. The position peaked at $693K in Q1 2022. 220 funds tracked by Wall St. Rank hold NVEE as of Q4 2024.

  • Toth Financial Advisory reported no remaining NV5 Global position as of Q4 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 52 NV5 Global shares in Q4 2024, an estimated $1.22K.
  • Toth Financial Advisory first reported a position in NV5 Global in Q1 2022 and held it in 3 quarters.
  • Toth Financial Advisory's NV5 Global position peaked at $693K in Q1 2022.
  • 220 funds tracked by Wall St. Rank held NV5 Global as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.