CAPTRUST Financial Advisors
VEL icon

CAPTRUST Financial Advisors’s Velocity Financial VEL Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-149
Closed -$2K – 3991
2022
Q2 		$2K Hold
149
– – ﹤0.01% 4517
2022
Q1 		$2K Hold
149
– – ﹤0.01% 4548
2021
Q4 		$2K Hold
149
– – ﹤0.01% 4457
2021
Q3 		$2K Hold
149
– – ﹤0.01% 4307
2021
Q2 		$2K Hold
149
– – ﹤0.01% 4211
2021
Q1 		$1K Buy
+149
New +$1.14K ﹤0.01% 4248

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BPCM
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Adage Capital Partners
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WA
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Vanguard Group
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BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors's VEL Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Velocity Financial (VEL) in Q3 2022, closing a stake of 149 shares — an estimated $2K sold.

CAPTRUST Financial Advisors first reported a position in VEL in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 47 funds tracked by Wall St. Rank hold VEL as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Velocity Financial position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 149 Velocity Financial shares in Q3 2022, an estimated $2K.
  • CAPTRUST Financial Advisors first reported a position in Velocity Financial in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Velocity Financial position peaked at $2K in Q2 2022.
  • 47 funds tracked by Wall St. Rank held Velocity Financial as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.