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Heritage Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Heritage Wealth Advisors’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
Q3 		– Sell
-27
Closed -$5.34K – 569
2023
Q2 		$5.34K Hold
27
– – ﹤0.01% 467
2023
Q1 		$4.96K Sell
27
-61
-69% -$10.4K ﹤0.01% 474
2022
Q4 		$14.2K Buy
+88
New +$15K ﹤0.01% 431
2022
Q3 		– Sell
-520
Closed -$103K – 575
2022
Q2 		$103K Buy
+520
New +$95.7K 0.01% 256

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's VEEV Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Veeva Systems (VEEV) in Q3 2023, closing a stake of 27 shares — an estimated $5.34K sold.

Heritage Wealth Advisors first reported a position in VEEV in Q2 2022 and held it in 4 quarters. The position peaked at $103K in Q2 2022. 830 funds tracked by Wall St. Rank hold VEEV as of Q3 2023.

  • Heritage Wealth Advisors reported no remaining Veeva Systems position as of Q3 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 27 Veeva Systems shares in Q3 2023, an estimated $5.34K.
  • Heritage Wealth Advisors first reported a position in Veeva Systems in Q2 2022 and held it in 4 quarters.
  • Heritage Wealth Advisors's Veeva Systems position peaked at $103K in Q2 2022.
  • 830 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.