VIA
NVEE

Virtus Investment Advisers’s NV5 Global NVEE Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-3,624
Closed -$120K – 325
2022
Q4 		$120K Hold
3,624
– – 0.08% 259
2022
Q3 		$112K Buy
+3,624
New +$118K 0.05% 279

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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 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

Virtus Investment Advisers's NVEE Position: Q1 2023 in Review

Virtus Investment Advisers sold out of NV5 Global (NVEE) in Q1 2023, closing a stake of 3,624 shares — an estimated $120K sold.

Virtus Investment Advisers first reported a position in NVEE in Q3 2022 and held it in 2 quarters. The position peaked at $120K in Q4 2022. 213 funds tracked by Wall St. Rank hold NVEE as of Q1 2023.

  • Virtus Investment Advisers reported no remaining NV5 Global position as of Q1 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 3,624 NV5 Global shares in Q1 2023, an estimated $120K.
  • Virtus Investment Advisers first reported a position in NV5 Global in Q3 2022 and held it in 2 quarters.
  • Virtus Investment Advisers's NV5 Global position peaked at $120K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q1 2023.

Based on Virtus Investment Advisers's 13F filing for Q1 2023, filed 15 May 2023.