West Tower Group’s Velocity Financial VEL Stock Holding History

West Tower Group’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
2024 Q1	–	Sell	-465	Closed	-$8.01K	–	490
2023 Q4	$8.01K	Buy	+465	New	+$6.3K	0.02%	376

Other funds holding VEL

SPG

Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

West Tower Group's VEL Position: Q1 2024 in Review

West Tower Group sold out of Velocity Financial (VEL) in Q1 2024, closing a stake of 465 shares — an estimated $8.01K sold.

West Tower Group first reported a position in VEL in Q4 2023 and held it in 1 quarter. The position peaked at $8.01K in Q4 2023. 51 funds tracked by Wall St. Rank hold VEL as of Q1 2024.

West Tower Group reported no remaining Velocity Financial position as of Q1 2024 after selling out during the quarter.
West Tower Group sold 465 Velocity Financial shares in Q1 2024, an estimated $8.01K.
West Tower Group first reported a position in Velocity Financial in Q4 2023 and held it in 1 quarter.
West Tower Group's Velocity Financial position peaked at $8.01K in Q4 2023.
51 funds tracked by Wall St. Rank held Velocity Financial as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.