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Catalyst Funds Management’s Velocity Financial VEL Stock Holding History

Catalyst Funds Management’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
Q2 		– Sell
-865
Closed -$15.6K – 1632
2024
Q1 		$15.6K Buy
+865
New +$14.1K ﹤0.01% 814

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 $254M AUM 16.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Catalyst Funds Management's VEL Position: Q2 2024 in Review

Catalyst Funds Management sold out of Velocity Financial (VEL) in Q2 2024, closing a stake of 865 shares — an estimated $15.6K sold.

Catalyst Funds Management first reported a position in VEL in Q1 2024 and held it in 1 quarter. The position peaked at $15.6K in Q1 2024. 48 funds tracked by Wall St. Rank hold VEL as of Q2 2024.

  • Catalyst Funds Management reported no remaining Velocity Financial position as of Q2 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 865 Velocity Financial shares in Q2 2024, an estimated $15.6K.
  • Catalyst Funds Management first reported a position in Velocity Financial in Q1 2024 and held it in 1 quarter.
  • Catalyst Funds Management's Velocity Financial position peaked at $15.6K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2024.

Based on Catalyst Funds Management's 13F filing for Q2 2024, filed 18 Dec 2024.