VFA
DM

Valeo Financial Advisors’s Desktop Metal, Inc. DM Stock Holding History

Valeo Financial Advisors’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,726
Closed -$30.5K – 684
2023
Q2 		$30.5K Buy
1,726
+60
+4% +$1.2K ﹤0.01% 582
2023
Q1 		$38.3K Buy
+1,666
New +$31.4K ﹤0.01% 590

Other funds holding DM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Valeo Financial Advisors's DM Position: Q3 2023 in Review

Valeo Financial Advisors sold out of Desktop Metal, Inc. (DM) in Q3 2023, closing a stake of 1,726 shares — an estimated $30.5K sold.

Valeo Financial Advisors first reported a position in DM in Q1 2023 and held it in 2 quarters. The position peaked at $38.3K in Q1 2023. 184 funds tracked by Wall St. Rank hold DM as of Q3 2023.

  • Valeo Financial Advisors reported no remaining Desktop Metal, Inc. position as of Q3 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,726 Desktop Metal, Inc. shares in Q3 2023, an estimated $30.5K.
  • Valeo Financial Advisors first reported a position in Desktop Metal, Inc. in Q1 2023 and held it in 2 quarters.
  • Valeo Financial Advisors's Desktop Metal, Inc. position peaked at $38.3K in Q1 2023.
  • 184 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q3 2023.

Based on Valeo Financial Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.