Global Wealth Management Investment Advisory’s Veeva Systems VEEV Stock Holding History

Global Wealth Management Investment Advisory’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	-116	Closed	-$23.6K	–	501
2023 Q3	$23.6K	Buy	116 +54	+87%	+$10.9K	0.01%	237
2023 Q2	$12.3K	Buy	+62	New	+$11.3K	﹤0.01%	283
2022 Q3	–	Sell	-198	Closed	-$39K	–	460
2022 Q2	$39K	Sell	198 -20	-9%	-$3.68K	0.01%	192
2022 Q1	$46K	Buy	218 +85	+64%	+$18.4K	0.01%	198
2021 Q4	$34K	Buy	133 +123	+1,230%	+$35.8K	0.01%	216
2021 Q3	$3K	Sell	10 -15	-60%	-$4.76K	﹤0.01%	402
2021 Q2	$8K	Hold	25	–	–	﹤0.01%	318
2021 Q1	$7K	Hold	25	–	–	﹤0.01%	337
2020 Q4	$7K	Hold	25	–	–	﹤0.01%	313
2020 Q3	$7K	Sell	25 -10	-29%	-$2.63K	﹤0.01%	308
2020 Q2	$8K	Buy	+35	New	+$6.94K	﹤0.01%	384

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

Global Wealth Management Investment Advisory's VEEV Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of Veeva Systems (VEEV) in Q4 2023, closing a stake of 116 shares — an estimated $23.6K sold.

Global Wealth Management Investment Advisory first reported a position in VEEV in Q2 2020 and held it in 11 quarters. The position peaked at $46K in Q1 2022. 879 funds tracked by Wall St. Rank hold VEEV as of Q4 2023.

Global Wealth Management Investment Advisory reported no remaining Veeva Systems position as of Q4 2023 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 116 Veeva Systems shares in Q4 2023, an estimated $23.6K.
Global Wealth Management Investment Advisory first reported a position in Veeva Systems in Q2 2020 and held it in 11 quarters.
Global Wealth Management Investment Advisory's Veeva Systems position peaked at $46K in Q1 2022.
879 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.