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Caliber Wealth Management (Utah)’s Veeva Systems VEEV Stock Holding History

Caliber Wealth Management (Utah)’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
Q4 		– Sell
-1,249
Closed -$206K – 99
2022
Q3 		$206K Hold
1,249
– – 0.16% 64
2022
Q2 		$247K Hold
1,249
– – 0.19% 60
2022
Q1 		$265K Sell
1,249
-67
-5% -$14.5K 0.17% 59
2021
Q4 		$295K Sell
1,316
-3,811
-74% -$1.11M 0.2% 63
2021
Q3 		$1.59M Buy
5,127
+428
+9% +$136K 1.12% 45
2021
Q2 		$1.46M Buy
4,699
+267
+6% +$74.4K 1.03% 38
2021
Q1 		$1.16M Buy
4,432
+3,190
+257% +$889K 0.84% 44
2020
Q4 		$338K Buy
+1,242
New +$348K 0.33% 62

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Caliber Wealth Management (Utah)'s VEEV Position: Q4 2022 in Review

Caliber Wealth Management (Utah) sold out of Veeva Systems (VEEV) in Q4 2022, closing a stake of 1,249 shares — an estimated $206K sold.

Caliber Wealth Management (Utah) first reported a position in VEEV in Q4 2020 and held it in 8 quarters. The position peaked at $1.59M in Q3 2021. 768 funds tracked by Wall St. Rank hold VEEV as of Q4 2022.

  • Caliber Wealth Management (Utah) reported no remaining Veeva Systems position as of Q4 2022 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 1,249 Veeva Systems shares in Q4 2022, an estimated $206K.
  • Caliber Wealth Management (Utah) first reported a position in Veeva Systems in Q4 2020 and held it in 8 quarters.
  • Caliber Wealth Management (Utah)'s Veeva Systems position peaked at $1.59M in Q3 2021.
  • 768 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2022.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2022, filed 24 Jan 2023.