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Clear Perspectives Financial Planning’s Veeva Systems VEEV Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		– Sell
-2
Closed -$323 – 238
2022
Q4 		$323 Buy
+2
New +$342 ﹤0.01% 211

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 $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspectives Financial Planning's VEEV Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Veeva Systems (VEEV) in Q1 2023, closing a stake of 2 shares — an estimated $323 sold.

Clear Perspectives Financial Planning first reported a position in VEEV in Q4 2022 and held it in 1 quarter. The position peaked at $323 in Q4 2022. 795 funds tracked by Wall St. Rank hold VEEV as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Veeva Systems position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 2 Veeva Systems shares in Q1 2023, an estimated $323.
  • Clear Perspectives Financial Planning first reported a position in Veeva Systems in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Veeva Systems position peaked at $323 in Q4 2022.
  • 795 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.