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Capital Performance Advisors’s Velocity Financial VEL Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-13
Closed -$255 – 2592
2024
Q3 		$255 Buy
+13
New +$245 ﹤0.01% 2503

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Capital Performance Advisors's VEL Position: Q4 2024 in Review

Capital Performance Advisors sold out of Velocity Financial (VEL) in Q4 2024, closing a stake of 13 shares — an estimated $255 sold.

Capital Performance Advisors first reported a position in VEL in Q3 2024 and held it in 1 quarter. The position peaked at $255 in Q3 2024. 72 funds tracked by Wall St. Rank hold VEL as of Q4 2024.

  • Capital Performance Advisors reported no remaining Velocity Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 Velocity Financial shares in Q4 2024, an estimated $255.
  • Capital Performance Advisors first reported a position in Velocity Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Velocity Financial position peaked at $255 in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Velocity Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.