AWM
VEEV icon

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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atticus Wealth Management's VEEV Position: Q4 2024 in Review

Atticus Wealth Management sold out of Veeva Systems (VEEV) in Q4 2024, closing a stake of 150 shares — an estimated $31.5K sold.

Atticus Wealth Management first reported a position in VEEV in Q2 2020 and held it in 18 quarters. The position peaked at $791K in Q1 2022. 1,005 funds tracked by Wall St. Rank hold VEEV as of Q4 2024.

  • Atticus Wealth Management reported no remaining Veeva Systems position as of Q4 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 150 Veeva Systems shares in Q4 2024, an estimated $31.5K.
  • Atticus Wealth Management first reported a position in Veeva Systems in Q2 2020 and held it in 18 quarters.
  • Atticus Wealth Management's Veeva Systems position peaked at $791K in Q1 2022.
  • 1,005 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2024.

Based on Atticus Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.