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Institute for Wealth Management’s Veeva Systems VEEV Stock Holding History

Institute for Wealth Management’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 		– Sell
-1,280
Closed -$211K – 473
2022
Q3 		$211K Buy
+1,280
New +$256K 0.05% 415
2021
Q3 		– Sell
-659
Closed -$205K – 503
2021
Q2 		$205K Buy
+659
New +$184K 0.04% 460

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

Institute for Wealth Management's VEEV Position: Q4 2022 in Review

Institute for Wealth Management sold out of Veeva Systems (VEEV) in Q4 2022, closing a stake of 1,280 shares — an estimated $211K sold.

Institute for Wealth Management first reported a position in VEEV in Q2 2021 and held it in 2 quarters. The position peaked at $211K in Q3 2022. 769 funds tracked by Wall St. Rank hold VEEV as of Q4 2022.

  • Institute for Wealth Management reported no remaining Veeva Systems position as of Q4 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 1,280 Veeva Systems shares in Q4 2022, an estimated $211K.
  • Institute for Wealth Management first reported a position in Veeva Systems in Q2 2021 and held it in 2 quarters.
  • Institute for Wealth Management's Veeva Systems position peaked at $211K in Q3 2022.
  • 769 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2022.

Based on Institute for Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.