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Cassady Schiller Wealth Management’s Veeva Systems VEEV Stock Holding History

Cassady Schiller 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 		$2.73K Buy
13
+7
+117% +$1.54K ﹤0.01% 522
2024
Q3 		$1.26K Hold
6
– – ﹤0.01% 413
2024
Q2 		$1.1K Hold
6
– – ﹤0.01% 424
2024
Q1 		$1.39K Buy
+6
New +$1.29K ﹤0.01% 437

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

Cassady Schiller Wealth Management's VEEV Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Veeva Systems (VEEV) stake by 117% in Q4 2024, buying an estimated $1.54K and bringing the position to 13 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Cassady Schiller Wealth Management first reported a position in VEEV in Q1 2024 and has held it in 4 quarters since. 1,003 funds tracked by Wall St. Rank hold VEEV as of Q4 2024.

  • Cassady Schiller Wealth Management held 13 shares of Veeva Systems worth $2.73K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 7 Veeva Systems shares in Q4 2024, an estimated $1.54K.
  • Veeva Systems made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #522 holding.
  • Cassady Schiller Wealth Management first reported a position in Veeva Systems in Q1 2024 and has held it in 4 quarters since.
  • 1,003 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.