GoalVest Advisory’s Veeva Systems VEEV Stock Holding History

GoalVest 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
2024 Q2	–	Sell	-11	Closed	-$2.55K	–	407
2024 Q1	$2.55K	Buy	+11	New	+$2.37K	﹤0.01%	363

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

GoalVest Advisory's VEEV Position: Q2 2024 in Review

GoalVest Advisory sold out of Veeva Systems (VEEV) in Q2 2024, closing a stake of 11 shares — an estimated $2.55K sold.

GoalVest Advisory first reported a position in VEEV in Q1 2024 and held it in 1 quarter. The position peaked at $2.55K in Q1 2024. 921 funds tracked by Wall St. Rank hold VEEV as of Q2 2024.

GoalVest Advisory reported no remaining Veeva Systems position as of Q2 2024 after selling out during the quarter.
GoalVest Advisory sold 11 Veeva Systems shares in Q2 2024, an estimated $2.55K.
GoalVest Advisory first reported a position in Veeva Systems in Q1 2024 and held it in 1 quarter.
GoalVest Advisory's Veeva Systems position peaked at $2.55K in Q1 2024.
921 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.