LCWP
VLD

Legacy Capital Wealth Partners’s Velo3D, Inc. VLD Stock Holding History

Legacy Capital Wealth Partners’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
Q1 		– Sell
-355
Closed -$4.95K – 355
2023
Q4 		$4.95K Hold
355
– – ﹤0.01% 282
2023
Q3 		$19.4K Buy
+355
New +$22K 0.01% 280
2023
Q2 		– Sell
-355
Closed -$28.2K – 253
2023
Q1 		$28.2K Buy
+355
New +$31.9K 0.01% 247

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Legacy Capital Wealth Partners's VLD Position: Q1 2024 in Review

Legacy Capital Wealth Partners sold out of Velo3D, Inc. (VLD) in Q1 2024, closing a stake of 355 shares — an estimated $4.95K sold.

Legacy Capital Wealth Partners first reported a position in VLD in Q1 2023 and held it in 3 quarters. The position peaked at $28.2K in Q1 2023. 93 funds tracked by Wall St. Rank hold VLD as of Q1 2024.

  • Legacy Capital Wealth Partners reported no remaining Velo3D, Inc. position as of Q1 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 355 Velo3D, Inc. shares in Q1 2024, an estimated $4.95K.
  • Legacy Capital Wealth Partners first reported a position in Velo3D, Inc. in Q1 2023 and held it in 3 quarters.
  • Legacy Capital Wealth Partners's Velo3D, Inc. position peaked at $28.2K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q1 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2024, filed 10 May 2024.