WWM
VLD

Western Wealth Management’s Velo3D, Inc. VLD Stock Holding History

Western Wealth Management’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
2024
Q2 		– Sell
-424
Closed -$6.77K – 682
2024
Q1 		$6.77K Sell
424
-136
-24% -$1.53K ﹤0.01% 645
2023
Q4 		$7.79K Buy
560
+68
+14% +$2.62K ﹤0.01% 693
2023
Q3 		$26.9K Buy
492
+133
+37% +$8.26K ﹤0.01% 647
2023
Q2 		$27.2K Sell
359
-115
-24% -$8.02K ﹤0.01% 638
2023
Q1 		$37.6K Hold
474
– – ﹤0.01% 631
2022
Q4 		$29.7K Sell
474
-398
-46% -$38.7K ﹤0.01% 599
2022
Q3 		$121K Buy
872
+95
+12% +$12.3K 0.01% 778
2022
Q2 		$38K Buy
+777
New +$90.9K ﹤0.01% 778

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
PCM
Princeton Capital Management Red Bank, New Jersey $367M AUM 45.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Western Wealth Management's VLD Position: Q2 2024 in Review

Western Wealth Management sold out of Velo3D, Inc. (VLD) in Q2 2024, closing a stake of 424 shares — an estimated $6.77K sold.

Western Wealth Management first reported a position in VLD in Q2 2022 and held it in 8 quarters. The position peaked at $121K in Q3 2022. 48 funds tracked by Wall St. Rank hold VLD as of Q2 2024.

  • Western Wealth Management reported no remaining Velo3D, Inc. position as of Q2 2024 after selling out during the quarter.
  • Western Wealth Management sold 424 Velo3D, Inc. shares in Q2 2024, an estimated $6.77K.
  • Western Wealth Management first reported a position in Velo3D, Inc. in Q2 2022 and held it in 8 quarters.
  • Western Wealth Management's Velo3D, Inc. position peaked at $121K in Q3 2022.
  • 48 funds tracked by Wall St. Rank held Velo3D, Inc. as of Q2 2024.

Based on Western Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.