AWM
VLD

Avior Wealth Management’s Velo3D, Inc. VLD Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Hold
0
– -$7 – 3871
2024
Q1 		– Hold
0
– – – 3796
2023
Q2 		– Sell
-3
Closed -$227 – 1692
2023
Q1 		$227 Buy
+3
New +$269 ﹤0.01% 1560

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
PCM
Princeton Capital Management Red Bank, New Jersey $367M AUM 45.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avior Wealth Management's VLD Position: Q2 2024 in Review

Avior Wealth Management held its Velo3D, Inc. (VLD) position steady in Q2 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3871.

Avior Wealth Management first reported a position in VLD in Q1 2023 and has held it in 1 quarter since. The position peaked at $227 in Q1 2023. 48 funds tracked by Wall St. Rank hold VLD as of Q2 2024.

  • Avior Wealth Management held 0 shares of Velo3D, Inc. worth $0 as of Q2 2024.
  • Avior Wealth Management left its Velo3D, Inc. share count unchanged in Q2 2024.
  • Velo3D, Inc. made up ﹤0.01% of Avior Wealth Management's portfolio in Q2 2024, its #3871 holding.
  • Avior Wealth Management first reported a position in Velo3D, Inc. in Q1 2023 and has held it in 1 quarter since.
  • Avior Wealth Management's Velo3D, Inc. position peaked at $227 in Q1 2023.
  • 48 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.