West Paces Advisors’s NV5 Global NVEE Stock Holding History

West Paces 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
2023 Q1	–	Sell	-136	Closed	-$4.5K	–	579
2022 Q4	$4.5K	Hold	136	–	–	﹤0.01%	402
2022 Q3	$4.21K	Hold	136	–	–	﹤0.01%	399
2022 Q2	$3.97K	Hold	136	–	–	﹤0.01%	431
2022 Q1	$4.53K	Hold	136	–	–	﹤0.01%	418
2021 Q4	$4.7K	Buy	136 +12	+10%	+$346	﹤0.01%	436
2021 Q3	$3.06K	Hold	124	–	–	﹤0.01%	462
2021 Q2	$2.93K	Buy	+124	New	+$2.82K	﹤0.01%	481
2019 Q3	–	Sell	-164	Closed	-$3.34K	–	492
2019 Q2	$3.34K	Hold	164	–	–	﹤0.01%	408
2019 Q1	$2.43K	Hold	164	–	–	﹤0.01%	429
2018 Q4	$2.48K	Hold	164	–	–	﹤0.01%	428
2018 Q3	$3.56K	Hold	164	–	–	﹤0.01%	415
2018 Q2	$2.84K	Hold	164	–	–	﹤0.01%	433
2018 Q1	$2.29K	Hold	164	–	–	﹤0.01%	413
2017 Q4	$2.22K	Buy	+164	New	+$2.23K	﹤0.01%	429

Other funds holding NVEE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return