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Advisory Resource Group’s Veeva Systems VEEV Stock Holding History

Advisory Resource Group’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
-3,358
Closed -$683K – 157
2023
Q3 		$683K Sell
3,358
-313
-9% -$63.1K 0.18% 91
2023
Q2 		$726K Buy
3,671
+400
+12% +$73K 0.2% 74
2023
Q1 		$601K Buy
3,271
+273
+9% +$46.6K 0.17% 96
2022
Q4 		$484K Buy
2,998
+821
+38% +$140K 0.14% 109
2022
Q3 		$359K Sell
2,177
-410
-16% -$81.9K 0.12% 99
2022
Q2 		$512K Buy
2,587
+704
+37% +$130K 0.17% 65
2022
Q1 		$400K Buy
1,883
+267
+17% +$57.9K 0.12% 93
2021
Q4 		$382K Buy
1,616
+525
+48% +$153K 0.13% 90
2021
Q3 		$314K Buy
1,091
+78
+8% +$24.8K 0.12% 104
2021
Q2 		$315K Buy
+1,013
New +$282K 0.13% 103

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

Advisory Resource Group's VEEV Position: Q4 2023 in Review

Advisory Resource Group sold out of Veeva Systems (VEEV) in Q4 2023, closing a stake of 3,358 shares — an estimated $683K sold.

Advisory Resource Group first reported a position in VEEV in Q2 2021 and held it in 10 quarters. The position peaked at $726K in Q2 2023. 878 funds tracked by Wall St. Rank hold VEEV as of Q4 2023.

  • Advisory Resource Group reported no remaining Veeva Systems position as of Q4 2023 after selling out during the quarter.
  • Advisory Resource Group sold 3,358 Veeva Systems shares in Q4 2023, an estimated $683K.
  • Advisory Resource Group first reported a position in Veeva Systems in Q2 2021 and held it in 10 quarters.
  • Advisory Resource Group's Veeva Systems position peaked at $726K in Q2 2023.
  • 878 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2023.

Based on Advisory Resource Group's 13F filing for Q4 2023, filed 11 Jan 2024.