IAM Advisory’s Velo3D, Inc. VLD Stock Holding History

IAM Advisory’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	-383	Closed	-$30.5K	–	104
2023 Q1	$30.5K	Buy	+383	New	+$34.4K	0.01%	90

Other funds holding VLD

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IAM Advisory's VLD Position: Q2 2023 in Review

IAM Advisory sold out of Velo3D, Inc. (VLD) in Q2 2023, closing a stake of 383 shares — an estimated $30.5K sold.

IAM Advisory first reported a position in VLD in Q1 2023 and held it in 1 quarter. The position peaked at $30.5K in Q1 2023. 104 funds tracked by Wall St. Rank hold VLD as of Q2 2023.

IAM Advisory reported no remaining Velo3D, Inc. position as of Q2 2023 after selling out during the quarter.
IAM Advisory sold 383 Velo3D, Inc. shares in Q2 2023, an estimated $30.5K.
IAM Advisory first reported a position in Velo3D, Inc. in Q1 2023 and held it in 1 quarter.
IAM Advisory's Velo3D, Inc. position peaked at $30.5K in Q1 2023.
104 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q2 2023.

Based on IAM Advisory's 13F filing for Q2 2023, filed 13 Jul 2023.