9WM
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9258 Wealth Management’s Veeva Systems VEEV Stock Holding History

9258 Wealth Management’s Portfolio VEEV Stock Details VEEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,058
Closed -$215K – 336
2023
Q3 		$215K Sell
1,058
-6
-0.6% -$1.21K 0.04% 293
2023
Q2 		$210K Buy
+1,064
New +$194K 0.04% 299

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

9258 Wealth Management's VEEV Position: Q4 2023 in Review

9258 Wealth Management sold out of Veeva Systems (VEEV) in Q4 2023, closing a stake of 1,058 shares — an estimated $215K sold.

9258 Wealth Management first reported a position in VEEV in Q2 2023 and held it in 2 quarters. The position peaked at $215K in Q3 2023. 878 funds tracked by Wall St. Rank hold VEEV as of Q4 2023.

  • 9258 Wealth Management reported no remaining Veeva Systems position as of Q4 2023 after selling out during the quarter.
  • 9258 Wealth Management sold 1,058 Veeva Systems shares in Q4 2023, an estimated $215K.
  • 9258 Wealth Management first reported a position in Veeva Systems in Q2 2023 and held it in 2 quarters.
  • 9258 Wealth Management's Veeva Systems position peaked at $215K in Q3 2023.
  • 878 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2023.

Based on 9258 Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.