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First Trust Direct Indexing’s Veeva Systems VEEV Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-2,424
Closed -$509K – 886
2024
Q3 		$509K Buy
2,424
+941
+63% +$186K 0.03% 541
2024
Q2 		$271K Buy
1,483
+80
+6% +$15.9K 0.02% 699
2024
Q1 		$325K Buy
1,403
+224
+19% +$48.3K 0.02% 589
2023
Q4 		$227K Sell
1,179
-185
-14% -$34.9K 0.02% 670
2023
Q3 		$278K Buy
1,364
+174
+15% +$35.1K 0.03% 543
2023
Q2 		$235K Buy
1,190
+14
+1% +$2.55K 0.03% 612
2023
Q1 		$216K Sell
1,176
-203
-15% -$34.6K 0.03% 635
2022
Q4 		$223K Buy
+1,379
New +$236K 0.03% 594
2022
Q3 		– Sell
-1,429
Closed -$283K – 672
2022
Q2 		$283K Buy
+1,429
New +$263K 0.04% 487
2021
Q4 		– Sell
-819
Closed -$236K – 688
2021
Q3 		$236K Sell
819
-12
-1% -$3.81K 0.03% 548
2021
Q2 		$258K Buy
+831
New +$232K 0.04% 497
2021
Q1 		– Sell
-626
Closed -$170K – 973
2020
Q4 		$170K Buy
+626
New +$175K 0.05% 379

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Trust Direct Indexing's VEEV Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Veeva Systems (VEEV) in Q4 2024, closing a stake of 2,424 shares — an estimated $509K sold.

First Trust Direct Indexing first reported a position in VEEV in Q4 2020 and held it in 12 quarters. The position peaked at $509K in Q3 2024. 1,005 funds tracked by Wall St. Rank hold VEEV as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Veeva Systems position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,424 Veeva Systems shares in Q4 2024, an estimated $509K.
  • First Trust Direct Indexing first reported a position in Veeva Systems in Q4 2020 and held it in 12 quarters.
  • First Trust Direct Indexing's Veeva Systems position peaked at $509K in Q3 2024.
  • 1,005 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.