FWM
VEEV icon

Focused Wealth Management’s Veeva Systems VEEV Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-260
Closed -$50.1K – 938
2023
Q4 		$50.1K Sell
260
-14
-5% -$2.64K 0.01% 307
2023
Q3 		$55.7K Sell
274
-2
-0.7% -$403 0.01% 279
2023
Q2 		$54.6K Hold
276
– – 0.01% 289
2023
Q1 		$50.7K Buy
276
+10
+4% +$1.71K 0.01% 304
2022
Q4 		$42.9K Buy
+266
New +$45.5K 0.01% 328

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Focused Wealth Management's VEEV Position: Q1 2024 in Review

Focused Wealth Management sold out of Veeva Systems (VEEV) in Q1 2024, closing a stake of 260 shares — an estimated $50.1K sold.

Focused Wealth Management first reported a position in VEEV in Q4 2022 and held it in 5 quarters. The position peaked at $55.7K in Q3 2023. 916 funds tracked by Wall St. Rank hold VEEV as of Q1 2024.

  • Focused Wealth Management reported no remaining Veeva Systems position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 260 Veeva Systems shares in Q1 2024, an estimated $50.1K.
  • Focused Wealth Management first reported a position in Veeva Systems in Q4 2022 and held it in 5 quarters.
  • Focused Wealth Management's Veeva Systems position peaked at $55.7K in Q3 2023.
  • 916 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.