PWMAG
VLD

Pinnacle Wealth Management Advisory Group’s Velo3D, Inc. VLD Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-653
Closed -$9.09K – 361
2023
Q4 		$9.09K Buy
+653
New +$25.1K ﹤0.01% 334

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VLD Position: Q1 2024 in Review

Pinnacle Wealth Management Advisory Group sold out of Velo3D, Inc. (VLD) in Q1 2024, closing a stake of 653 shares — an estimated $9.09K sold.

Pinnacle Wealth Management Advisory Group first reported a position in VLD in Q4 2023 and held it in 1 quarter. The position peaked at $9.09K in Q4 2023. 93 funds tracked by Wall St. Rank hold VLD as of Q1 2024.

  • Pinnacle Wealth Management Advisory Group reported no remaining Velo3D, Inc. position as of Q1 2024 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 653 Velo3D, Inc. shares in Q1 2024, an estimated $9.09K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Velo3D, Inc. in Q4 2023 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Velo3D, Inc. position peaked at $9.09K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q1 2024.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2024, filed 1 May 2024.