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Glassman Wealth Services’s Veeva Systems VEEV Stock Holding History

Glassman Wealth 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
2024
Q1 		– Sell
-115
Closed -$22.1K – 1755
2023
Q4 		$22.1K Sell
115
-2
-2% -$377 ﹤0.01% 664
2023
Q3 		$23.8K Sell
117
-4
-3% -$806 ﹤0.01% 620
2023
Q2 		$23.9K Buy
121
+3
+3% +$547 ﹤0.01% 581
2023
Q1 		$21.7K Buy
118
+1
+0.9% +$171 ﹤0.01% 617
2022
Q4 		$18.9K Hold
117
– – ﹤0.01% 674
2022
Q3 		$19K Buy
117
+30
+34% +$5.99K ﹤0.01% 636
2022
Q2 		$17K Buy
87
+14
+19% +$2.58K ﹤0.01% 683
2022
Q1 		$16K Sell
73
-41
-36% -$8.89K ﹤0.01% 710
2021
Q4 		$29K Buy
114
+27
+31% +$7.85K 0.01% 523
2021
Q3 		$25K Buy
87
+5
+6% +$1.59K 0.01% 532
2021
Q2 		$25K Hold
82
– – 0.01% 516
2021
Q1 		$21K Buy
82
+11
+15% +$3.06K ﹤0.01% 519
2020
Q4 		$19K Buy
71
+15
+27% +$4.2K ﹤0.01% 550
2020
Q3 		$16K Buy
56
+14
+33% +$3.69K ﹤0.01% 497
2020
Q2 		$10K Buy
42
+29
+223% +$5.75K ﹤0.01% 501
2020
Q1 		$2K Buy
13
+4
+44% +$586 ﹤0.01% 760
2019
Q4 		$1K Buy
9
+2
+29% +$294 ﹤0.01% 1064
2019
Q3 		$1K Sell
7
-5
-42% -$802 ﹤0.01% 942
2019
Q2 		$2K Buy
12
+8
+200% +$1.17K ﹤0.01% 762
2019
Q1 		$1K Hold
4
– – ﹤0.01% 912
2018
Q4 		$0 Hold
4
– – ﹤0.01% 991
2018
Q3 		$0 Sell
4
-4
-50% -$363 ﹤0.01% 967
2018
Q2 		$1K Buy
8
+4
+100% +$304 ﹤0.01% 736
2018
Q1 		$0 Hold
4
– – ﹤0.01% 933
2017
Q4 		$0 Buy
+4
New +$236 ﹤0.01% 797

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Glassman Wealth Services's VEEV Position: Q1 2024 in Review

Glassman Wealth Services sold out of Veeva Systems (VEEV) in Q1 2024, closing a stake of 115 shares — an estimated $22.1K sold.

Glassman Wealth Services first reported a position in VEEV in Q4 2017 and held it in 25 quarters. The position peaked at $29K in Q4 2021. 917 funds tracked by Wall St. Rank hold VEEV as of Q1 2024.

  • Glassman Wealth Services reported no remaining Veeva Systems position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 115 Veeva Systems shares in Q1 2024, an estimated $22.1K.
  • Glassman Wealth Services first reported a position in Veeva Systems in Q4 2017 and held it in 25 quarters.
  • Glassman Wealth Services's Veeva Systems position peaked at $29K in Q4 2021.
  • 917 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.