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Greystone Financial Group’s Veeva Systems VEEV Stock Holding History

Greystone Financial Group’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
Q3 		– Sell
-3,136
Closed -$574K – 115
2024
Q2 		$574K Buy
3,136
+1,284
+69% +$255K 0.11% 82
2024
Q1 		$429K Buy
1,852
+80
+5% +$17.3K 0.09% 89
2023
Q4 		$341K Buy
1,772
+158
+10% +$29.8K 0.08% 91
2023
Q3 		$328K Sell
1,614
-1,070
-40% -$216K 0.08% 87
2023
Q2 		$531K Buy
2,684
+466
+21% +$85K 0.12% 77
2023
Q1 		$408K Buy
2,218
+23
+1% +$3.92K 0.1% 85
2022
Q4 		$354K Sell
2,195
-2,178
-50% -$372K 0.1% 69
2022
Q3 		$721K Buy
+4,373
New +$874K 0.24% 52

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Greystone Financial Group's VEEV Position: Q3 2024 in Review

Greystone Financial Group sold out of Veeva Systems (VEEV) in Q3 2024, closing a stake of 3,136 shares — an estimated $574K sold.

Greystone Financial Group first reported a position in VEEV in Q3 2022 and held it in 8 quarters. The position peaked at $721K in Q3 2022. 959 funds tracked by Wall St. Rank hold VEEV as of Q3 2024.

  • Greystone Financial Group reported no remaining Veeva Systems position as of Q3 2024 after selling out during the quarter.
  • Greystone Financial Group sold 3,136 Veeva Systems shares in Q3 2024, an estimated $574K.
  • Greystone Financial Group first reported a position in Veeva Systems in Q3 2022 and held it in 8 quarters.
  • Greystone Financial Group's Veeva Systems position peaked at $721K in Q3 2022.
  • 959 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2024.

Based on Greystone Financial Group's 13F filing for Q3 2024, filed 22 Oct 2024.