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BKM Wealth Management’s Veeva Systems VEEV Stock Holding History

BKM 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
Q1 		– Sell
-80
Closed -$15.4K – 538
2023
Q4 		$15.4K Buy
+80
New +$15.1K 0.01% 412

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BKM Wealth Management's VEEV Position: Q1 2024 in Review

BKM Wealth Management sold out of Veeva Systems (VEEV) in Q1 2024, closing a stake of 80 shares — an estimated $15.4K sold.

BKM Wealth Management first reported a position in VEEV in Q4 2023 and held it in 1 quarter. The position peaked at $15.4K in Q4 2023. 916 funds tracked by Wall St. Rank hold VEEV as of Q1 2024.

  • BKM Wealth Management reported no remaining Veeva Systems position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 80 Veeva Systems shares in Q1 2024, an estimated $15.4K.
  • BKM Wealth Management first reported a position in Veeva Systems in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Veeva Systems position peaked at $15.4K in Q4 2023.
  • 916 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.