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Compass Financial Advisors’s Veeva Systems VEEV Stock Holding History

Compass Financial 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
Q2 		– Sell
-3,099
Closed -$570K – 108
2023
Q1 		$570K Sell
3,099
-12
-0.4% -$2.05K 0.72% 49
2022
Q4 		$502K Sell
3,111
-120
-4% -$20.5K 0.68% 52
2022
Q3 		$533K Sell
3,231
-60
-2% -$12K 0.79% 42
2022
Q2 		$652K Buy
3,291
+5
+0.2% +$920 0.89% 38
2022
Q1 		$698K Buy
3,286
+484
+17% +$105K 0.77% 41
2021
Q4 		$716K Buy
+2,802
New +$815K 0.79% 45

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Compass Financial Advisors's VEEV Position: Q2 2023 in Review

Compass Financial Advisors sold out of Veeva Systems (VEEV) in Q2 2023, closing a stake of 3,099 shares — an estimated $570K sold.

Compass Financial Advisors first reported a position in VEEV in Q4 2021 and held it in 6 quarters. The position peaked at $716K in Q4 2021. 823 funds tracked by Wall St. Rank hold VEEV as of Q2 2023.

  • Compass Financial Advisors reported no remaining Veeva Systems position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 3,099 Veeva Systems shares in Q2 2023, an estimated $570K.
  • Compass Financial Advisors first reported a position in Veeva Systems in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's Veeva Systems position peaked at $716K in Q4 2021.
  • 823 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.