First Personal Financial Services’s Veeva Systems VEEV Stock Holding History

First Personal Financial Services’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 Q4	–	Sell	-22	Closed	-$4.48K	–	405
2023 Q3	$4.48K	Hold	22	–	–	﹤0.01%	344
2023 Q2	$4.35K	Hold	22	–	–	﹤0.01%	341
2023 Q1	$4.04K	Hold	22	–	–	﹤0.01%	364
2022 Q4	$3.55K	Hold	22	–	–	﹤0.01%	362
2022 Q3	$4K	Buy	+22	New	+$4.39K	﹤0.01%	390
2019 Q3	–	Sell	-161	Closed	-$26K	–	746
2019 Q2	$26K	Sell	161 -44	-21%	-$6.41K	0.01%	374
2019 Q1	$26K	Buy	205 +145	+242%	+$16.4K	0.01%	368
2018 Q4	$5K	Sell	60 -40	-40%	-$3.65K	﹤0.01%	565
2018 Q3	$11K	Hold	100	–	–	﹤0.01%	486
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	525
2018 Q1	$7K	Buy	100 +19	+23%	+$1.23K	﹤0.01%	876
2017 Q4	$4K	Buy	+81	New	+$4.77K	﹤0.01%	930

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Personal Financial Services's VEEV Position: Q4 2023 in Review

First Personal Financial Services sold out of Veeva Systems (VEEV) in Q4 2023, closing a stake of 22 shares — an estimated $4.48K sold.

First Personal Financial Services first reported a position in VEEV in Q4 2017 and held it in 12 quarters. The position peaked at $26K in Q2 2019. 878 funds tracked by Wall St. Rank hold VEEV as of Q4 2023.

First Personal Financial Services reported no remaining Veeva Systems position as of Q4 2023 after selling out during the quarter.
First Personal Financial Services sold 22 Veeva Systems shares in Q4 2023, an estimated $4.48K.
First Personal Financial Services first reported a position in Veeva Systems in Q4 2017 and held it in 12 quarters.
First Personal Financial Services's Veeva Systems position peaked at $26K in Q2 2019.
878 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2023.

Based on First Personal Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.