CFP
VLD

Cascade Financial Partners’s Velo3D, Inc. VLD Stock Holding History

Cascade Financial Partners’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
Q2 		– Sell
-1,114
Closed -$12.4K – 236
2024
Q1 		$12.4K Buy
+1,114
New +$12.6K ﹤0.01% 224

Other funds holding VLD

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VS
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
PCM
Princeton Capital Management Red Bank, New Jersey $367M AUM 45.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cascade Financial Partners's VLD Position: Q2 2024 in Review

Cascade Financial Partners sold out of Velo3D, Inc. (VLD) in Q2 2024, closing a stake of 1,114 shares — an estimated $12.4K sold.

Cascade Financial Partners first reported a position in VLD in Q1 2024 and held it in 1 quarter. The position peaked at $12.4K in Q1 2024. 48 funds tracked by Wall St. Rank hold VLD as of Q2 2024.

  • Cascade Financial Partners reported no remaining Velo3D, Inc. position as of Q2 2024 after selling out during the quarter.
  • Cascade Financial Partners sold 1,114 Velo3D, Inc. shares in Q2 2024, an estimated $12.4K.
  • Cascade Financial Partners first reported a position in Velo3D, Inc. in Q1 2024 and held it in 1 quarter.
  • Cascade Financial Partners's Velo3D, Inc. position peaked at $12.4K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q2 2024.

Based on Cascade Financial Partners's 13F filing for Q2 2024, filed 31 Jul 2024.