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Concourse Financial Group Securities’s Veeva Systems VEEV Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,117
Closed -$485K – 1982
2024
Q4 		$485K Sell
2,117
-61
-3% -$13.4K 0.03% 484
2024
Q3 		$457K Sell
2,178
-690
-24% -$136K 0.03% 478
2024
Q2 		$525K Sell
2,868
-262
-8% -$52K 0.03% 433
2024
Q1 		$725K Sell
3,130
-151
-5% -$32.6K 0.05% 368
2023
Q4 		$632K Buy
3,281
+382
+13% +$72K 0.05% 384
2023
Q3 		$590K Sell
2,899
-445
-13% -$89.7K 0.05% 380
2023
Q2 		$661K Buy
3,344
+37
+1% +$6.75K 0.05% 374
2023
Q1 		$608K Buy
3,307
+12
+0.4% +$2.05K 0.05% 385
2022
Q4 		$532K Sell
3,295
-259
-7% -$44.3K 0.04% 401
2022
Q3 		$586K Sell
3,554
-326
-8% -$65.1K 0.06% 324
2022
Q2 		$768K Buy
3,880
+25
+0.6% +$4.6K 0.06% 302
2022
Q1 		$819K Sell
3,855
-3,042
-44% -$660K 0.06% 314
2021
Q4 		$1.76M Buy
6,897
+253
+4% +$73.6K 0.1% 199
2021
Q3 		$1.92M Buy
6,644
+244
+4% +$77.4K 0.12% 163
2021
Q2 		$1.99M Buy
6,400
+572
+10% +$159K 0.12% 149
2021
Q1 		$1.52M Buy
5,828
+969
+20% +$270K 0.11% 170
2020
Q4 		$1.32M Buy
4,859
+675
+16% +$189K 0.1% 176
2020
Q3 		$1.18M Buy
4,184
+784
+23% +$207K 0.1% 167
2020
Q2 		$797K Buy
3,400
+1,323
+64% +$262K 0.08% 208
2020
Q1 		$325K Buy
2,077
+519
+33% +$76.1K 0.04% 349
2019
Q4 		$219K Buy
1,558
+621
+66% +$91.2K 0.02% 489
2019
Q3 		$143K Sell
937
-96
-9% -$15.4K 0.04% 355
2019
Q2 		$167K Buy
1,033
+362
+54% +$52.8K 0.02% 521
2019
Q1 		$85K Buy
671
+482
+255% +$54.4K 0.01% 723
2018
Q4 		$16K Sell
189
-25
-12% -$2.28K ﹤0.01% 1260
2018
Q3 		$23K Buy
+214
New +$19.4K 0.01% 818

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Concourse Financial Group Securities's VEEV Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Veeva Systems (VEEV) in Q1 2025, closing a stake of 2,117 shares — an estimated $485K sold.

Concourse Financial Group Securities first reported a position in VEEV in Q3 2018 and held it in 26 quarters. The position peaked at $1.99M in Q2 2021. 1,026 funds tracked by Wall St. Rank hold VEEV as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Veeva Systems position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,117 Veeva Systems shares in Q1 2025, an estimated $485K.
  • Concourse Financial Group Securities first reported a position in Veeva Systems in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Veeva Systems position peaked at $1.99M in Q2 2021.
  • 1,026 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.