IMA Advisory Services’s Veeva Systems VEEV Stock Holding History

IMA Advisory Services’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 Q1	–	Sell	-20	Closed	-$3.23K	–	342
2022 Q4	$3.23K	Buy	+20	New	+$3.42K	﹤0.01%	298
2021 Q4	–	Sell	-22	Closed	-$6K	–	319
2021 Q3	$6K	Hold	22	–	–	﹤0.01%	255
2021 Q2	$7K	Hold	22	–	–	﹤0.01%	244
2021 Q1	$6K	Hold	22	–	–	﹤0.01%	257
2020 Q4	$6K	Hold	22	–	–	﹤0.01%	248
2020 Q3	$6K	Buy	+22	New	+$5.8K	﹤0.01%	229

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IMA Advisory Services's VEEV Position: Q1 2023 in Review

IMA Advisory Services sold out of Veeva Systems (VEEV) in Q1 2023, closing a stake of 20 shares — an estimated $3.23K sold.

IMA Advisory Services first reported a position in VEEV in Q3 2020 and held it in 6 quarters. The position peaked at $7K in Q2 2021. 796 funds tracked by Wall St. Rank hold VEEV as of Q1 2023.

IMA Advisory Services reported no remaining Veeva Systems position as of Q1 2023 after selling out during the quarter.
IMA Advisory Services sold 20 Veeva Systems shares in Q1 2023, an estimated $3.23K.
IMA Advisory Services first reported a position in Veeva Systems in Q3 2020 and held it in 6 quarters.
IMA Advisory Services's Veeva Systems position peaked at $7K in Q2 2021.
796 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2023.

Based on IMA Advisory Services's 13F filing for Q1 2023, filed 16 May 2023.