HighTower Advisors’s Velo3D, Inc. VLD Stock Holding History

HighTower Advisors’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	-526	Closed	-$8K	–	3973
2024 Q1	$8K	Sell	526 -3	-0.6%	-$34	﹤0.01%	3413
2023 Q4	$8K	Buy	+529	New	+$20.4K	﹤0.01%	3453
2022 Q2	–	Sell	-9,377	Closed	-$3.06M	–	3608
2022 Q1	$3.06M	Buy	9,377 +9,366	+85,145%	+$2.35M	0.01%	1132
2021 Q4	$4K	Buy	+11	New	+$3.64K	﹤0.01%	3212

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 $176M AUM 24.25% 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

HighTower Advisors's VLD Position: Q2 2024 in Review

HighTower Advisors sold out of Velo3D, Inc. (VLD) in Q2 2024, closing a stake of 526 shares — an estimated $8K sold.

HighTower Advisors first reported a position in VLD in Q4 2021 and held it in 4 quarters. The position peaked at $3.06M in Q1 2022. 48 funds tracked by Wall St. Rank hold VLD as of Q2 2024.

HighTower Advisors reported no remaining Velo3D, Inc. position as of Q2 2024 after selling out during the quarter.
HighTower Advisors sold 526 Velo3D, Inc. shares in Q2 2024, an estimated $8K.
HighTower Advisors first reported a position in Velo3D, Inc. in Q4 2021 and held it in 4 quarters.
HighTower Advisors's Velo3D, Inc. position peaked at $3.06M in Q1 2022.
48 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q2 2024.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.