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Ascent Wealth Partners’s Veeva Systems VEEV Stock Holding History

Ascent Wealth Partners’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
2022
Q2 		– Sell
-6,043
Closed -$1.28M – 160
2022
Q1 		$1.28M Sell
6,043
-369
-6% -$80K 0.24% 75
2021
Q4 		$1.64M Sell
6,412
-55
-0.9% -$16K 0.29% 69
2021
Q3 		$1.86M Sell
6,467
-46
-0.7% -$14.6K 0.36% 61
2021
Q2 		$2.02M Sell
6,513
-538
-8% -$150K 0.39% 60
2021
Q1 		$1.84M Buy
7,051
+83
+1% +$23.1K 0.4% 60
2020
Q4 		$1.9M Sell
6,968
-27
-0.4% -$7.56K 0.42% 57
2020
Q3 		$1.97M Buy
6,995
+115
+2% +$30.3K 0.5% 58
2020
Q2 		$1.61M Buy
6,880
+1,921
+39% +$381K 0.47% 56
2020
Q1 		$775K Buy
4,959
+328
+7% +$48.1K 0.28% 65
2019
Q4 		$652K Sell
4,631
-74
-2% -$10.9K 0.19% 75
2019
Q3 		$719K Buy
+4,705
New +$755K 0.22% 73

Other funds holding VEEV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ascent Wealth Partners's VEEV Position: Q2 2022 in Review

Ascent Wealth Partners sold out of Veeva Systems (VEEV) in Q2 2022, closing a stake of 6,043 shares — an estimated $1.28M sold.

Ascent Wealth Partners first reported a position in VEEV in Q3 2019 and held it in 11 quarters. The position peaked at $2.02M in Q2 2021. 752 funds tracked by Wall St. Rank hold VEEV as of Q2 2022.

  • Ascent Wealth Partners reported no remaining Veeva Systems position as of Q2 2022 after selling out during the quarter.
  • Ascent Wealth Partners sold 6,043 Veeva Systems shares in Q2 2022, an estimated $1.28M.
  • Ascent Wealth Partners first reported a position in Veeva Systems in Q3 2019 and held it in 11 quarters.
  • Ascent Wealth Partners's Veeva Systems position peaked at $2.02M in Q2 2021.
  • 752 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2022.

Based on Ascent Wealth Partners's 13F filing for Q2 2022, filed 10 Aug 2022.