CA
VEEV icon

Centerpoint Advisors’s Veeva Systems VEEV Stock Holding History

Centerpoint Advisors’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
Q4 		– Sell
-4
Closed -$1K – 605
2023
Q3 		$1K Hold
4
– – ﹤0.01% 548
2023
Q2 		$1K Hold
4
– – ﹤0.01% 547
2023
Q1 		$1K Buy
+4
New +$682 ﹤0.01% 539
2020
Q3 		– Sell
-19
Closed -$4K – 281
2020
Q2 		$4K Buy
+19
New +$3.77K ﹤0.01% 230
2018
Q3 		– Sell
-28
Closed -$2K – 356
2018
Q2 		$2K Buy
+28
New +$2.13K ﹤0.01% 327

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Centerpoint Advisors's VEEV Position: Q4 2023 in Review

Centerpoint Advisors sold out of Veeva Systems (VEEV) in Q4 2023, closing a stake of 4 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in VEEV in Q2 2018 and held it in 5 quarters. The position peaked at $4K in Q2 2020. 878 funds tracked by Wall St. Rank hold VEEV as of Q4 2023.

  • Centerpoint Advisors reported no remaining Veeva Systems position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 4 Veeva Systems shares in Q4 2023, an estimated $1K.
  • Centerpoint Advisors first reported a position in Veeva Systems in Q2 2018 and held it in 5 quarters.
  • Centerpoint Advisors's Veeva Systems position peaked at $4K in Q2 2020.
  • 878 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.