Ellevest Inc’s Velo3D, Inc. VLD Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-1	Closed	-$66	–	1738
2023 Q1	$66	Buy	+1	New	+$90	﹤0.01%	1818

Other funds holding VLD

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ellevest Inc's VLD Position: Q2 2023 in Review

Ellevest Inc sold out of Velo3D, Inc. (VLD) in Q2 2023, closing a stake of 1 share — an estimated $66 sold.

Ellevest Inc first reported a position in VLD in Q1 2023 and held it in 1 quarter. The position peaked at $66 in Q1 2023. 104 funds tracked by Wall St. Rank hold VLD as of Q2 2023.

Ellevest Inc reported no remaining Velo3D, Inc. position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 1 Velo3D, Inc. share in Q2 2023, an estimated $66.
Ellevest Inc first reported a position in Velo3D, Inc. in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Velo3D, Inc. position peaked at $66 in Q1 2023.
104 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.