FSWA
VEEV icon

Financial Synergies Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Financial Synergies 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
-2
Closed -$464 – 455
2024
Q1 		$464 Buy
+2
New +$432 ﹤0.01% 462
2023
Q4 		– Sell
-2
Closed -$407 – 546
2023
Q3 		$407 Hold
2
– – ﹤0.01% 455
2023
Q2 		$396 Buy
+2
New +$365 ﹤0.01% 452

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

Financial Synergies Wealth Advisors's VEEV Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Veeva Systems (VEEV) in Q2 2024, closing a stake of 2 shares — an estimated $464 sold.

Financial Synergies Wealth Advisors first reported a position in VEEV in Q2 2023 and held it in 3 quarters. The position peaked at $464 in Q1 2024. 921 funds tracked by Wall St. Rank hold VEEV as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Veeva Systems position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2 Veeva Systems shares in Q2 2024, an estimated $464.
  • Financial Synergies Wealth Advisors first reported a position in Veeva Systems in Q2 2023 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's Veeva Systems position peaked at $464 in Q1 2024.
  • 921 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.