SFA
VLD

Sequoia Financial Advisors’s Velo3D, Inc. VLD Stock Holding History

Sequoia Financial Advisors’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
Q3 		– Sell
-561
Closed -$42.4K – 1019
2023
Q2 		$42.4K Sell
561
-153
-21% -$10.7K ﹤0.01% 952
2023
Q1 		$56.8K Buy
+714
New +$64.1K ﹤0.01% 824

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sequoia Financial Advisors's VLD Position: Q3 2023 in Review

Sequoia Financial Advisors sold out of Velo3D, Inc. (VLD) in Q3 2023, closing a stake of 561 shares — an estimated $42.4K sold.

Sequoia Financial Advisors first reported a position in VLD in Q1 2023 and held it in 2 quarters. The position peaked at $56.8K in Q1 2023. 97 funds tracked by Wall St. Rank hold VLD as of Q3 2023.

  • Sequoia Financial Advisors reported no remaining Velo3D, Inc. position as of Q3 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 561 Velo3D, Inc. shares in Q3 2023, an estimated $42.4K.
  • Sequoia Financial Advisors first reported a position in Velo3D, Inc. in Q1 2023 and held it in 2 quarters.
  • Sequoia Financial Advisors's Velo3D, Inc. position peaked at $56.8K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q3 2023.

Based on Sequoia Financial Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.