FAIM
VLD

Financial Advocates Investment Management’s Velo3D, Inc. VLD Stock Holding History

Financial Advocates Investment Management’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
2024
Q2 		– Sell
-1,143
Closed -$18.2K – 842
2024
Q1 		$18.2K Buy
+1,143
New +$12.9K ﹤0.01% 767

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
PCM
Princeton Capital Management Red Bank, New Jersey $443M AUM 46.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Advocates Investment Management's VLD Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Velo3D, Inc. (VLD) in Q2 2024, closing a stake of 1,143 shares — an estimated $18.2K sold.

Financial Advocates Investment Management first reported a position in VLD in Q1 2024 and held it in 1 quarter. The position peaked at $18.2K in Q1 2024. 48 funds tracked by Wall St. Rank hold VLD as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Velo3D, Inc. position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,143 Velo3D, Inc. shares in Q2 2024, an estimated $18.2K.
  • Financial Advocates Investment Management first reported a position in Velo3D, Inc. in Q1 2024 and held it in 1 quarter.
  • Financial Advocates Investment Management's Velo3D, Inc. position peaked at $18.2K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.