WAP
NVEE

Wealthcare Advisory Partners’s NV5 Global NVEE Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-120
Closed -$3K – 1405
2021
Q1 		$3K Buy
+120
New +$2.86K ﹤0.01% 1794
2020
Q2 		– Sell
-540
Closed -$6K – 1024
2020
Q1 		$6K Hold
540
– – ﹤0.01% 1065
2019
Q4 		$7K Hold
540
– – ﹤0.01% 1040
2019
Q3 		$9K Buy
+540
New +$9.81K ﹤0.01% 950

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Advisory Partners's NVEE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of NV5 Global (NVEE) in Q2 2021, closing a stake of 120 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in NVEE in Q3 2019 and held it in 4 quarters. The position peaked at $9K in Q3 2019. 151 funds tracked by Wall St. Rank hold NVEE as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining NV5 Global position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 120 NV5 Global shares in Q2 2021, an estimated $3K.
  • Wealthcare Advisory Partners first reported a position in NV5 Global in Q3 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's NV5 Global position peaked at $9K in Q3 2019.
  • 151 funds tracked by Wall St. Rank held NV5 Global as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.