Creative Planning
VLD

Creative Planning’s Velo3D, Inc. VLD Stock Holding History

Creative Planning’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
Q3 		– Sell
-857
Closed -$64.8K – 3069
2023
Q2 		$64.8K Buy
857
+286
+50% +$19.9K ﹤0.01% 2411
2023
Q1 		$45.4K Sell
571
-286
-33% -$25.7K ﹤0.01% 2356
2022
Q4 		$53.7K Buy
857
+257
+43% +$25K ﹤0.01% 2217
2022
Q3 		$83K Buy
+600
New +$78K ﹤0.01% 2059

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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's VLD Position: Q3 2023 in Review

Creative Planning sold out of Velo3D, Inc. (VLD) in Q3 2023, closing a stake of 857 shares — an estimated $64.8K sold.

Creative Planning first reported a position in VLD in Q3 2022 and held it in 4 quarters. The position peaked at $83K in Q3 2022. 97 funds tracked by Wall St. Rank hold VLD as of Q3 2023.

  • Creative Planning reported no remaining Velo3D, Inc. position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 857 Velo3D, Inc. shares in Q3 2023, an estimated $64.8K.
  • Creative Planning first reported a position in Velo3D, Inc. in Q3 2022 and held it in 4 quarters.
  • Creative Planning's Velo3D, Inc. position peaked at $83K in Q3 2022.
  • 97 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.