Bank of Montreal’s Velo3D, Inc. VLD Stock Holding History

Bank of Montreal’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
2022 Q4	–	Sell	-819	Closed	-$119	–	4380
2022 Q3	$119	Buy	+819	New	+$106K	﹤0.01%	3408
2022 Q1	–	Sell	-714	Closed	-$199K	–	4321
2021 Q4	$199K	Buy	+714	New	+$236K	﹤0.01%	2959
2021 Q3	–	Sell	-3,714	Closed	-$1.3M	–	3979
2021 Q2	$1.3M	Buy	+3,714	New	+$1.32M	﹤0.01%	2323

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $175B AUM 40.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Bank of Montreal's VLD Position: Q4 2022 in Review

Bank of Montreal sold out of Velo3D, Inc. (VLD) in Q4 2022, closing a stake of 819 shares — an estimated $119 sold.

Bank of Montreal first reported a position in VLD in Q2 2021 and held it in 3 quarters. The position peaked at $1.3M in Q2 2021. 98 funds tracked by Wall St. Rank hold VLD as of Q4 2022.

Bank of Montreal reported no remaining Velo3D, Inc. position as of Q4 2022 after selling out during the quarter.
Bank of Montreal sold 819 Velo3D, Inc. shares in Q4 2022, an estimated $119.
Bank of Montreal first reported a position in Velo3D, Inc. in Q2 2021 and held it in 3 quarters.
Bank of Montreal's Velo3D, Inc. position peaked at $1.3M in Q2 2021.
98 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.