SPIA
VLD

Steward Partners Investment Advisory’s Velo3D, Inc. VLD Stock Holding History

Steward Partners Investment Advisory’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
-29
Closed -$1.56K – 3600
2023
Q3 		$1.56K Hold
29
– – ﹤0.01% 3123
2023
Q2 		$2.16K Sell
29
-14
-33% -$976 ﹤0.01% 3016
2023
Q1 		$3.4K Buy
+43
New +$3.86K ﹤0.01% 2906

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 370.1% 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 $6.73T AUM 46.02% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.21% 1-Year Est. Return

Steward Partners Investment Advisory's VLD Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Velo3D, Inc. (VLD) in Q4 2023, closing a stake of 29 shares — an estimated $1.56K sold.

Steward Partners Investment Advisory first reported a position in VLD in Q1 2023 and held it in 3 quarters. The position peaked at $3.4K in Q1 2023. 88 funds tracked by Wall St. Rank hold VLD as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining Velo3D, Inc. position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 29 Velo3D, Inc. shares in Q4 2023, an estimated $1.56K.
  • Steward Partners Investment Advisory first reported a position in Velo3D, Inc. in Q1 2023 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Velo3D, Inc. position peaked at $3.4K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.