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

Avitas 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 		$320K Sell
1,521
-42
-3% -$9.24K 0.04% 174
2024
Q3 		$328K Sell
1,563
-118
-7% -$23.3K 0.05% 181
2024
Q2 		$308K Sell
1,681
-97
-5% -$19.3K 0.05% 189
2024
Q1 		$412K Sell
1,778
-17
-0.9% -$3.67K 0.06% 181
2023
Q4 		$346K Sell
1,795
-11
-0.6% -$2.07K 0.06% 178
2023
Q3 		$367K Sell
1,806
-58
-3% -$11.7K 0.07% 181
2023
Q2 		$369K Sell
1,864
-28
-1% -$5.11K 0.07% 175
2023
Q1 		$348K Sell
1,892
-56
-3% -$9.55K 0.07% 179
2022
Q4 		$314K Buy
1,948
+4
+0.2% +$683 0.07% 170
2022
Q3 		$321K Buy
1,944
+420
+28% +$83.9K 0.07% 160
2022
Q2 		$302K Sell
1,524
-39
-2% -$7.18K 0.07% 166
2022
Q1 		$332K Sell
1,563
-1,874
-55% -$407K 0.06% 174
2021
Q4 		$878K Buy
3,437
+734
+27% +$213K 0.15% 135
2021
Q3 		$779K Sell
2,703
-42
-2% -$13.3K 0.14% 142
2021
Q2 		$854K Buy
2,745
+76
+3% +$21.2K 0.15% 153
2021
Q1 		$697K Sell
2,669
-764
-22% -$213K 0.14% 166
2020
Q4 		$935K Buy
3,433
+110
+3% +$30.8K 0.19% 147
2020
Q3 		$934K Buy
3,323
+169
+5% +$44.5K 0.26% 116
2020
Q2 		$739K Sell
3,154
-21
-0.7% -$4.17K 0.25% 116
2020
Q1 		$496K Sell
3,175
-1,096
-26% -$161K 0.23% 98
2019
Q4 		$601K Sell
4,271
-6
-0.1% -$882 0.15% 136
2019
Q3 		$653K Buy
4,277
+23
+0.5% +$3.69K 0.18% 124
2019
Q2 		$690K Sell
4,254
-111
-3% -$16.2K 0.19% 124
2019
Q1 		$554K Sell
4,365
-275
-6% -$31K 0.16% 134
2018
Q4 		$414K Buy
+4,640
New +$424K 0.14% 136

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

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

Avitas Wealth Management reduced its Veeva Systems (VEEV) stake by 2.7% in Q4 2024, selling an estimated $9.24K and leaving 1,521 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #174.

Avitas Wealth Management first reported a position in VEEV in Q4 2018 and has held it in 25 quarters since. The position peaked at $935K in Q4 2020. 1,003 funds tracked by Wall St. Rank hold VEEV as of Q4 2024.

  • Avitas Wealth Management held 1,521 shares of Veeva Systems worth $320K as of Q4 2024.
  • Avitas Wealth Management sold 42 Veeva Systems shares in Q4 2024, an estimated $9.24K.
  • Veeva Systems made up 0.04% of Avitas Wealth Management's portfolio in Q4 2024, its #174 holding.
  • Avitas Wealth Management first reported a position in Veeva Systems in Q4 2018 and has held it in 25 quarters since.
  • Avitas Wealth Management's Veeva Systems position peaked at $935K in Q4 2020.
  • 1,003 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.