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Alta Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Alta Wealth Advisors’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
2024
Q2 		– Sell
-870
Closed -$202K – 132
2024
Q1 		$202K Buy
+870
New +$188K 0.1% 127
2022
Q1 		– Sell
-3,628
Closed -$927K – 162
2021
Q4 		$927K Buy
3,628
+82
+2% +$23.8K 0.57% 56
2021
Q3 		$1.02M Sell
3,546
-20
-0.6% -$6.35K 0.74% 43
2021
Q2 		$1.11M Sell
3,566
-19
-0.5% -$5.3K 0.81% 36
2021
Q1 		$937K Hold
3,585
– – 0.78% 42
2020
Q4 		$976K Buy
+3,585
New +$1M 0.82% 38

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Alta Wealth Advisors's VEEV Position: Q2 2024 in Review

Alta Wealth Advisors sold out of Veeva Systems (VEEV) in Q2 2024, closing a stake of 870 shares — an estimated $202K sold.

Alta Wealth Advisors first reported a position in VEEV in Q4 2020 and held it in 6 quarters. The position peaked at $1.11M in Q2 2021. 922 funds tracked by Wall St. Rank hold VEEV as of Q2 2024.

  • Alta Wealth Advisors reported no remaining Veeva Systems position as of Q2 2024 after selling out during the quarter.
  • Alta Wealth Advisors sold 870 Veeva Systems shares in Q2 2024, an estimated $202K.
  • Alta Wealth Advisors first reported a position in Veeva Systems in Q4 2020 and held it in 6 quarters.
  • Alta Wealth Advisors's Veeva Systems position peaked at $1.11M in Q2 2021.
  • 922 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2024.

Based on Alta Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.