Fortitude Advisory Group’s Velo3D, Inc. VLD Stock Holding History

Fortitude Advisory Group’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	-528	Closed	-$8.42K	–	226
2024 Q1	$8.42K	Hold	528	–	–	﹤0.01%	218
2023 Q4	$7.34K	Sell	528 -171	-24%	-$6.58K	﹤0.01%	224
2023 Q3	$38.2K	Buy	699 +17	+2%	+$1.05K	0.03%	205
2023 Q2	$51.6K	Sell	682 -26	-4%	-$1.81K	0.04%	211
2023 Q1	$56.2K	Sell	708 -43	-6%	-$3.86K	0.04%	219
2022 Q4	$47K	Buy	+751	New	+$73K	0.04%	215
2022 Q2	–	Sell	-20	Closed	-$7K	–	1381
2022 Q1	$7K	Buy	20 +6	+43%	+$1.51K	﹤0.01%	1118
2021 Q4	$4K	Buy	+14	New	+$4.63K	﹤0.01%	1269

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

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

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

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 $367M AUM 45.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fortitude Advisory Group's VLD Position: Q2 2024 in Review

Fortitude Advisory Group sold out of Velo3D, Inc. (VLD) in Q2 2024, closing a stake of 528 shares — an estimated $8.42K sold.

Fortitude Advisory Group first reported a position in VLD in Q4 2021 and held it in 8 quarters. The position peaked at $56.2K in Q1 2023. 48 funds tracked by Wall St. Rank hold VLD as of Q2 2024.

Fortitude Advisory Group reported no remaining Velo3D, Inc. position as of Q2 2024 after selling out during the quarter.
Fortitude Advisory Group sold 528 Velo3D, Inc. shares in Q2 2024, an estimated $8.42K.
Fortitude Advisory Group first reported a position in Velo3D, Inc. in Q4 2021 and held it in 8 quarters.
Fortitude Advisory Group's Velo3D, Inc. position peaked at $56.2K in Q1 2023.
48 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q2 2024.

Based on Fortitude Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.