AWM
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Atticus Wealth Management’s Veeva Systems VEEV Stock Holding History

Atticus 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
2024
Q4 		– Sell
-150
Closed -$31.5K – 542
2024
Q3 		$31.5K Hold
150
– – 0.01% 289
2024
Q2 		$27.5K Hold
150
– – 0.01% 287
2024
Q1 		$34.8K Hold
150
– – 0.01% 278
2023
Q4 		$28.9K Sell
150
-30
-17% -$5.65K 0.01% 295
2023
Q3 		$36.6K Buy
180
+150
+500% +$30.2K 0.01% 280
2023
Q2 		$5.93K Hold
30
– – ﹤0.01% 438
2023
Q1 		$5.51K Sell
30
-1,022
-97% -$174K ﹤0.01% 429
2022
Q4 		$170K Sell
1,052
-2,380
-69% -$407K 0.07% 135
2022
Q3 		$680K Hold
3,432
– – 0.33% 45
2022
Q2 		$680K Sell
3,432
-289
-8% -$53.2K 0.28% 57
2022
Q1 		$791K Buy
3,721
+1,343
+56% +$291K 0.29% 57
2021
Q4 		$608K Buy
2,378
+87
+4% +$25.3K 0.24% 59
2021
Q3 		$660K Buy
2,291
+185
+9% +$58.7K 0.29% 50
2021
Q2 		$655K Buy
2,106
+126
+6% +$35.1K 0.29% 53
2021
Q1 		$517K Buy
1,980
+331
+20% +$92.2K 0.25% 58
2020
Q4 		$449K Buy
1,649
+448
+37% +$126K 0.23% 62
2020
Q3 		$338K Buy
1,201
+246
+26% +$64.8K 0.2% 65
2020
Q2 		$224K Buy
+955
New +$189K 0.15% 81

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return