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Dorsey Wright & Associates’s Velocity Financial VEL Stock Holding History

Dorsey Wright & Associates’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
2023
Q1 		– Sell
-2,201
Closed -$21.2K – 357
2022
Q4 		$21.2K Buy
+2,201
New +$22K 0.01% 253
2022
Q2 		$40K Sell
3,607
-222
-6% -$2.36K 0.01% 184
2022
Q1 		$42K Sell
3,829
-518
-12% -$6.38K 0.01% 244
2021
Q4 		$60K Buy
4,347
+592
+16% +$7.63K 0.01% 198
2021
Q3 		$49K Buy
+3,755
New +$47.9K 0.01% 209

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dorsey Wright & Associates's VEL Position: Q1 2023 in Review

Dorsey Wright & Associates sold out of Velocity Financial (VEL) in Q1 2023, closing a stake of 2,201 shares — an estimated $21.2K sold.

Dorsey Wright & Associates first reported a position in VEL in Q3 2021 and held it in 5 quarters. The position peaked at $60K in Q4 2021. 41 funds tracked by Wall St. Rank hold VEL as of Q1 2023.

  • Dorsey Wright & Associates reported no remaining Velocity Financial position as of Q1 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 2,201 Velocity Financial shares in Q1 2023, an estimated $21.2K.
  • Dorsey Wright & Associates first reported a position in Velocity Financial in Q3 2021 and held it in 5 quarters.
  • Dorsey Wright & Associates's Velocity Financial position peaked at $60K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2023.

Based on Dorsey Wright & Associates's 13F filing for Q1 2023, filed 20 Apr 2023.