MW
VLD

Marcum Wealth’s Velo3D, Inc. VLD Stock Holding History

Marcum Wealth’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
Q4 		– Sell
-653
Closed -$35.7K – 402
2023
Q3 		$35.7K Hold
653
– – ﹤0.01% 336
2023
Q2 		$49.4K Hold
653
– – 0.01% 348
2023
Q1 		$51.9K Hold
653
– – 0.01% 338
2022
Q4 		$40.9K Hold
653
– – 0.01% 322
2022
Q3 		$90K Hold
653
– – 0.01% 315
2022
Q2 		$32K Buy
+653
New +$76.4K ﹤0.01% 315

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
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Marcum Wealth's VLD Position: Q4 2023 in Review

Marcum Wealth sold out of Velo3D, Inc. (VLD) in Q4 2023, closing a stake of 653 shares — an estimated $35.7K sold.

Marcum Wealth first reported a position in VLD in Q2 2022 and held it in 6 quarters. The position peaked at $90K in Q3 2022. 88 funds tracked by Wall St. Rank hold VLD as of Q4 2023.

  • Marcum Wealth reported no remaining Velo3D, Inc. position as of Q4 2023 after selling out during the quarter.
  • Marcum Wealth sold 653 Velo3D, Inc. shares in Q4 2023, an estimated $35.7K.
  • Marcum Wealth first reported a position in Velo3D, Inc. in Q2 2022 and held it in 6 quarters.
  • Marcum Wealth's Velo3D, Inc. position peaked at $90K in Q3 2022.
  • 88 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q4 2023.

Based on Marcum Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.