CWA
VEEV icon

CM Wealth Advisors’s Veeva Systems VEEV Stock Holding History

CM Wealth 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
2024
Q2 		– Sell
-1,506
Closed -$309K – 175
2024
Q1 		$309K Buy
+1,506
New +$325K 0.09% 133
2023
Q3 		– Sell
-1,477
Closed -$298K – 170
2023
Q2 		$298K Sell
1,477
-13,005
-90% -$2.37M 0.1% 104
2023
Q1 		$2.56M Buy
+14,482
New +$2.47M 0.5% 30

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CM Wealth Advisors's VEEV Position: Q2 2024 in Review

CM Wealth Advisors sold out of Veeva Systems (VEEV) in Q2 2024, closing a stake of 1,506 shares — an estimated $309K sold.

CM Wealth Advisors first reported a position in VEEV in Q1 2023 and held it in 3 quarters. The position peaked at $2.56M in Q1 2023. 921 funds tracked by Wall St. Rank hold VEEV as of Q2 2024.

  • CM Wealth Advisors reported no remaining Veeva Systems position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 1,506 Veeva Systems shares in Q2 2024, an estimated $309K.
  • CM Wealth Advisors first reported a position in Veeva Systems in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's Veeva Systems position peaked at $2.56M in Q1 2023.
  • 921 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.