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B. Riley Wealth Management’s Veeva Systems VEEV Stock Holding History

B. Riley 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
2022
Q2 		$277K Sell
1,401
-110
-7% -$20.2K 0.03% 453
2022
Q1 		$321K Sell
1,511
-319
-17% -$69.2K 0.02% 433
2021
Q4 		$468K Sell
1,830
-130
-7% -$37.8K 0.03% 373
2021
Q3 		$565K Buy
+1,960
New +$622K 0.04% 309
2020
Q3 		– Sell
-3,266
Closed -$766K – 528
2020
Q2 		$766K Buy
3,266
+1,287
+65% +$255K 0.08% 185
2020
Q1 		$309K Buy
+1,979
New +$290K 0.03% 350
2019
Q3 		– Sell
-1,601
Closed -$260K – 432
2019
Q2 		$260K Buy
+1,601
New +$233K 0.04% 312

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

B. Riley Wealth Management's VEEV Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Veeva Systems (VEEV) stake by 7.3% in Q2 2022, selling an estimated $20.2K and leaving 1,401 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #453.

B. Riley Wealth Management first reported a position in VEEV in Q2 2019 and has held it in 7 quarters since. The position peaked at $766K in Q2 2020. 752 funds tracked by Wall St. Rank hold VEEV as of Q2 2022.

  • B. Riley Wealth Management held 1,401 shares of Veeva Systems worth $277K as of Q2 2022.
  • B. Riley Wealth Management sold 110 Veeva Systems shares in Q2 2022, an estimated $20.2K.
  • Veeva Systems made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #453 holding.
  • B. Riley Wealth Management first reported a position in Veeva Systems in Q2 2019 and has held it in 7 quarters since.
  • B. Riley Wealth Management's Veeva Systems position peaked at $766K in Q2 2020.
  • 752 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.