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Heritage Wealth Management (Arizona)’s Veeva Systems VEEV Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$430K Buy
2,664
+1,345
+102% +$230K 0.06% 239
2022
Q3 		$217K Sell
1,319
-15
-1% -$3K 0.07% 209
2022
Q2 		$264K Sell
1,334
-1
-0.1% -$184 0.09% 176
2022
Q1 		$284K Buy
+1,335
New +$290K 0.08% 204
2021
Q3 		$380K Sell
1,319
-80
-6% -$25.4K 0.14% 119
2021
Q2 		$435K Buy
+1,399
New +$390K 0.16% 104

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VEEV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Veeva Systems (VEEV) stake by 102% in Q4 2022, buying an estimated $230K and bringing the position to 2,664 shares worth $430K. The position accounts for 0.06% of the portfolio, ranked #239.

Heritage Wealth Management (Arizona) first reported a position in VEEV in Q2 2021 and has held it in 6 quarters since. The position peaked at $435K in Q2 2021. 769 funds tracked by Wall St. Rank hold VEEV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,664 shares of Veeva Systems worth $430K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,345 Veeva Systems shares in Q4 2022, an estimated $230K.
  • Veeva Systems made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #239 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Veeva Systems in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Veeva Systems position peaked at $435K in Q2 2021.
  • 769 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.