CoreCap Advisors’s Velocity Financial VEL Stock Holding History

CoreCap 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
2025 Q1	–	Sell	-61	Closed	-$1.19K	–	3315
2024 Q4	$1.19K	Buy	+61	New	+$1.21K	﹤0.01%	2346

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CoreCap Advisors's VEL Position: Q1 2025 in Review

CoreCap Advisors sold out of Velocity Financial (VEL) in Q1 2025, closing a stake of 61 shares — an estimated $1.19K sold.

CoreCap Advisors first reported a position in VEL in Q4 2024 and held it in 1 quarter. The position peaked at $1.19K in Q4 2024. 81 funds tracked by Wall St. Rank hold VEL as of Q1 2025.

CoreCap Advisors reported no remaining Velocity Financial position as of Q1 2025 after selling out during the quarter.
CoreCap Advisors sold 61 Velocity Financial shares in Q1 2025, an estimated $1.19K.
CoreCap Advisors first reported a position in Velocity Financial in Q4 2024 and held it in 1 quarter.
CoreCap Advisors's Velocity Financial position peaked at $1.19K in Q4 2024.
81 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.