Carson Wealth (CWM LLC)’s Velo3D, Inc. VLD Stock Holding History

Carson Wealth (CWM LLC)’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 Q3	–	Sell	-29	Closed	–	–	5261
2024 Q2	$0	Sell	29 -34	-54%	-$270	﹤0.01%	5035
2024 Q1	$1K	Hold	63	–	–	﹤0.01%	4264
2023 Q4	$1K	Hold	63	–	–	﹤0.01%	4080
2023 Q3	$3K	Sell	63 -7	-10%	-$435	﹤0.01%	3736
2023 Q2	$5K	Buy	70 +7	+11%	+$488	﹤0.01%	3488
2023 Q1	$5K	Hold	63	–	–	﹤0.01%	3338
2022 Q4	$4K	Hold	63	–	–	﹤0.01%	3353
2022 Q3	$9K	Hold	63	–	–	﹤0.01%	2780
2022 Q2	$3K	Buy	+63	New	+$7.37K	﹤0.01%	3272

Other funds holding VLD

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VLD Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Velo3D, Inc. (VLD) in Q3 2024, closing a stake of 29 shares.

Carson Wealth (CWM LLC) first reported a position in VLD in Q2 2022 and held it in 9 quarters. The position peaked at $9K in Q3 2022. 6 funds tracked by Wall St. Rank hold VLD as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Velo3D, Inc. position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 29 Velo3D, Inc. shares in Q3 2024.
Carson Wealth (CWM LLC) first reported a position in Velo3D, Inc. in Q2 2022 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s Velo3D, Inc. position peaked at $9K in Q3 2022.
6 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.