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	–	576
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 $6.73T AUM 46.02% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

West Paces Advisors's NVEE Position: Q1 2023 in Review

West Paces Advisors sold out of NV5 Global (NVEE) in Q1 2023, closing a stake of 136 shares — an estimated $4.5K sold.

West Paces Advisors first reported a position in NVEE in Q4 2017 and held it in 14 quarters. The position peaked at $4.7K in Q4 2021. 213 funds tracked by Wall St. Rank hold NVEE as of Q1 2023.

West Paces Advisors reported no remaining NV5 Global position as of Q1 2023 after selling out during the quarter.
West Paces Advisors sold 136 NV5 Global shares in Q1 2023, an estimated $4.5K.
West Paces Advisors first reported a position in NV5 Global in Q4 2017 and held it in 14 quarters.
West Paces Advisors's NV5 Global position peaked at $4.7K in Q4 2021.
213 funds tracked by Wall St. Rank held NV5 Global as of Q1 2023.

Based on West Paces Advisors's 13F filing for Q1 2023, filed 18 Dec 2023.