VFA
NVEE

Valeo Financial Advisors’s NV5 Global NVEE Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-1,000
Closed -$13K – 1968
2020
Q2 		$13K Hold
1,000
– – ﹤0.01% 1200
2020
Q1 		$11K Hold
1,000
– – ﹤0.01% 1067
2019
Q4 		$13K Hold
1,000
– – ﹤0.01% 1033
2019
Q3 		$17K Hold
1,000
– – ﹤0.01% 893
2019
Q2 		$20K Hold
1,000
– – ﹤0.01% 846
2019
Q1 		$15K Hold
1,000
– – ﹤0.01% 860
2018
Q4 		$15K Buy
1,000
+508
+103% +$9.42K ﹤0.01% 787
2018
Q3 		$10K Buy
+492
New +$10.1K ﹤0.01% 973

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 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
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Valeo Financial Advisors's NVEE Position: Q3 2020 in Review

Valeo Financial Advisors sold out of NV5 Global (NVEE) in Q3 2020, closing a stake of 1,000 shares — an estimated $13K sold.

Valeo Financial Advisors first reported a position in NVEE in Q3 2018 and held it in 8 quarters. The position peaked at $20K in Q2 2019. 116 funds tracked by Wall St. Rank hold NVEE as of Q3 2020.

  • Valeo Financial Advisors reported no remaining NV5 Global position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,000 NV5 Global shares in Q3 2020, an estimated $13K.
  • Valeo Financial Advisors first reported a position in NV5 Global in Q3 2018 and held it in 8 quarters.
  • Valeo Financial Advisors's NV5 Global position peaked at $20K in Q2 2019.
  • 116 funds tracked by Wall St. Rank held NV5 Global as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.