KPWS
VLD

Kestra Private Wealth Services’s Velo3D, Inc. VLD Stock Holding History

Kestra Private Wealth Services’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
-591
Closed -$9.43K – 1422
2024
Q1 		$9.43K Buy
+591
New +$6.67K ﹤0.01% 1298

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 $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $367M AUM 45.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kestra Private Wealth Services's VLD Position: Q2 2024 in Review

Kestra Private Wealth Services sold out of Velo3D, Inc. (VLD) in Q2 2024, closing a stake of 591 shares — an estimated $9.43K sold.

Kestra Private Wealth Services first reported a position in VLD in Q1 2024 and held it in 1 quarter. The position peaked at $9.43K in Q1 2024. 48 funds tracked by Wall St. Rank hold VLD as of Q2 2024.

  • Kestra Private Wealth Services reported no remaining Velo3D, Inc. position as of Q2 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 591 Velo3D, Inc. shares in Q2 2024, an estimated $9.43K.
  • Kestra Private Wealth Services first reported a position in Velo3D, Inc. in Q1 2024 and held it in 1 quarter.
  • Kestra Private Wealth Services's Velo3D, Inc. position peaked at $9.43K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q2 2024.

Based on Kestra Private Wealth Services's 13F filing for Q2 2024, filed 12 Aug 2024.