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Wasatch Advisors’s Velocity Financial VEL Stock Holding History

Wasatch Advisors’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-194,722
Closed -$1.76M – 267
2023
Q1 		$1.76M Sell
194,722
-301,397
-61% -$2.88M 0.01% 241
2022
Q4 		$4.79M Sell
496,119
-180,692
-27% -$1.81M 0.03% 200
2022
Q3 		$7.34M Sell
676,811
-253,119
-27% -$2.9M 0.05% 184
2022
Q2 		$10.2M Hold
929,930
– – 0.06% 169
2022
Q1 		$10.2M Sell
929,930
-47,173
-5% -$581K 0.05% 184
2021
Q4 		$13.4M Buy
977,103
+125,109
+15% +$1.61M 0.05% 187
2021
Q3 		$11.2M Buy
851,994
+12,878
+2% +$164K 0.05% 203
2021
Q2 		$10.5M Buy
839,116
+208,355
+33% +$2.21M 0.04% 206
2021
Q1 		$5.59M Buy
+630,761
New +$4.82M 0.03% 230

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EST
EA Series Trust Havertown, Pennsylvania $2.84B AUM

Wasatch Advisors's VEL Position: Q2 2023 in Review

Wasatch Advisors sold out of Velocity Financial (VEL) in Q2 2023, closing a stake of 194,722 shares — an estimated $1.76M sold.

Wasatch Advisors first reported a position in VEL in Q1 2021 and held it in 9 quarters. The position peaked at $13.4M in Q4 2021. 44 funds tracked by Wall St. Rank hold VEL as of Q2 2023.

  • Wasatch Advisors reported no remaining Velocity Financial position as of Q2 2023 after selling out during the quarter.
  • Wasatch Advisors sold 194,722 Velocity Financial shares in Q2 2023, an estimated $1.76M.
  • Wasatch Advisors first reported a position in Velocity Financial in Q1 2021 and held it in 9 quarters.
  • Wasatch Advisors's Velocity Financial position peaked at $13.4M in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2023.

Based on Wasatch Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.