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Velocity Finl shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Velocity Finl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Velocity Finl by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $685k 40k 17.22
2023-09-30 $439k 39k 11.30
2023-06-30 $223k 19k 11.53
2023-03-31 $164k 18k 9.00
2022-12-31 $196k 20k 9.67
2022-09-30 $177k 16k 10.84

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View all positions for Mariner Wealth Advisors

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