AssetMark Inc’s Velocity Financial VEL Stock Holding History

AssetMark Inc’s Portfolio VEL Stock Details VEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$13	–	2239
2024 Q1	$13	Buy	+1	New	+$16	﹤0.01%	1900

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AssetMark Inc's VEL Position: Q2 2024 in Review

AssetMark Inc sold out of Velocity Financial (VEL) in Q2 2024, closing a stake of 1 share — an estimated $13 sold.

AssetMark Inc first reported a position in VEL in Q1 2024 and held it in 1 quarter. The position peaked at $13 in Q1 2024. 48 funds tracked by Wall St. Rank hold VEL as of Q2 2024.

AssetMark Inc reported no remaining Velocity Financial position as of Q2 2024 after selling out during the quarter.
AssetMark Inc sold 1 Velocity Financial share in Q2 2024, an estimated $13.
AssetMark Inc first reported a position in Velocity Financial in Q1 2024 and held it in 1 quarter.
AssetMark Inc's Velocity Financial position peaked at $13 in Q1 2024.
48 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2024.

Based on AssetMark Inc's 13F filing for Q2 2024, filed 13 Aug 2024.