Bailard »

Velocity Finl shares owned by Bailard

Quarter-by-quarter ownership of Velocity Finl (VEL) shares owned by Bailard from 13F filings

Historical chart of Bailard investment in Velocity Finl

Tip: Access up to 7 years of quarterly data

All positions including Velocity Finl held by Bailard consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Velocity Finl by Bailard

Quarter filed Position value Share count Share price at filing
2023-12-31 $261k 15k 17.22
2023-09-30 $170k 15k 11.30
2023-06-30 $224k 19k 11.53

More positions owned by Bailard

Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Fds Inf Tech Etf (VGT)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Gilead Sciences (GILD)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Visa Com Cl A (V)

View all positions for Bailard

Top funds holding Velocity Finl

Snow Phipps Group
Allianz Asset Management
Beach Point Capital Management
Caption Management
Vanguard Group
Dimensional Fund Advisors
Mariner Wealth Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Millennium Management
Bank of New York Mellon
Bank of America Corporation
Citadel Advisors
Hsbc Holdings
Barclays

View all funds holding Velocity Finl