BerganKDV Wealth Management’s Veeva Systems VEEV Stock Holding History

BerganKDV 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
2023 Q2	$989	Sell	5 -1	-17%	-$182	﹤0.01%	756
2023 Q1	$1.1K	Hold	6	–	–	﹤0.01%	891
2022 Q4	$968	Buy	6 +1	+20%	+$171	﹤0.01%	883
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	937
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	944
2022 Q1	$1K	Sell	5 -16	-76%	-$3.47K	﹤0.01%	968
2021 Q4	$5K	Buy	21 +16	+320%	+$4.65K	﹤0.01%	788
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	1007
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	854
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	901
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	907
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	873
2020 Q2	$1K	Buy	+5	New	+$992	﹤0.01%	912

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BerganKDV Wealth Management's VEEV Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Veeva Systems (VEEV) stake by 17% in Q2 2023, selling an estimated $182 and leaving 5 shares worth $989. The position accounts for ﹤0.01% of the portfolio, ranked #756.

BerganKDV Wealth Management first reported a position in VEEV in Q2 2020 and has held it in 13 quarters since. The position peaked at $5K in Q4 2021. 822 funds tracked by Wall St. Rank hold VEEV as of Q2 2023.

BerganKDV Wealth Management held 5 shares of Veeva Systems worth $989 as of Q2 2023.
BerganKDV Wealth Management sold 1 Veeva Systems share in Q2 2023, an estimated $182.
Veeva Systems made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #756 holding.
BerganKDV Wealth Management first reported a position in Veeva Systems in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Veeva Systems position peaked at $5K in Q4 2021.
822 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.