CAPTRUST Financial Advisors
VLD

CAPTRUST Financial Advisors’s Velo3D, Inc. VLD Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		– Sell
-287
Closed -$22.8K – 2610
2023
Q1 		$22.8K Buy
+287
New +$25.8K ﹤0.01% 2246

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 VLD Position: Q2 2023 in Review

CAPTRUST Financial Advisors sold out of Velo3D, Inc. (VLD) in Q2 2023, closing a stake of 287 shares — an estimated $22.8K sold.

CAPTRUST Financial Advisors first reported a position in VLD in Q1 2023 and held it in 1 quarter. The position peaked at $22.8K in Q1 2023. 104 funds tracked by Wall St. Rank hold VLD as of Q2 2023.

  • CAPTRUST Financial Advisors reported no remaining Velo3D, Inc. position as of Q2 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 287 Velo3D, Inc. shares in Q2 2023, an estimated $22.8K.
  • CAPTRUST Financial Advisors first reported a position in Velo3D, Inc. in Q1 2023 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Velo3D, Inc. position peaked at $22.8K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q2 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.