Advisory Research’s Velo3D, Inc. VLD Stock Holding History

Advisory Research’s Portfolio VLD Stock Details VLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,863	Closed	-$292K	–	501
2023 Q2	$292K	Sell	3,863 -9,990	-72%	-$697K	0.04%	377
2023 Q1	$1.1M	Sell	13,853 -1,709	-11%	-$153K	0.18%	146
2022 Q4	$975K	Sell	15,562 -23,392	-60%	-$2.27M	0.09%	165
2022 Q3	$5.37M	Buy	+38,954	New	+$5.06M	0.53%	40
2022 Q2	–	Sell	-1,137	Closed	-$371K	–	446
2022 Q1	$371K	Buy	+1,137	New	+$286K	0.03%	282

Other funds holding VLD

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Research's VLD Position: Q3 2023 in Review

Advisory Research sold out of Velo3D, Inc. (VLD) in Q3 2023, closing a stake of 3,863 shares — an estimated $292K sold.

Advisory Research first reported a position in VLD in Q1 2022 and held it in 5 quarters. The position peaked at $5.37M in Q3 2022. 97 funds tracked by Wall St. Rank hold VLD as of Q3 2023.

Advisory Research reported no remaining Velo3D, Inc. position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 3,863 Velo3D, Inc. shares in Q3 2023, an estimated $292K.
Advisory Research first reported a position in Velo3D, Inc. in Q1 2022 and held it in 5 quarters.
Advisory Research's Velo3D, Inc. position peaked at $5.37M in Q3 2022.
97 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.