AW
VLD

Avion Wealth’s Velo3D, Inc. VLD Stock Holding History

Avion Wealth’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
Q4 		– Sell
-10
Closed – – 1394
2023
Q3 		$0 Buy
+10
New +$621 ﹤0.01% 1270

Other funds holding VLD

DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Avion Wealth's VLD Position: Q4 2023 in Review

Avion Wealth sold out of Velo3D, Inc. (VLD) in Q4 2023, closing a stake of 10 shares.

Avion Wealth first reported a position in VLD in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 88 funds tracked by Wall St. Rank hold VLD as of Q4 2023.

  • Avion Wealth reported no remaining Velo3D, Inc. position as of Q4 2023 after selling out during the quarter.
  • Avion Wealth sold 10 Velo3D, Inc. shares in Q4 2023.
  • Avion Wealth first reported a position in Velo3D, Inc. in Q3 2023 and held it in 1 quarter.
  • Avion Wealth's Velo3D, Inc. position peaked at $0 in Q3 2023.
  • 88 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.