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Jackson Grant Investment Advisers’s Veeva Systems VEEV Stock Holding History

Jackson Grant Investment Advisers’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
Q2 		– Sell
-132
Closed -$24.3K – 469
2023
Q1 		$24.3K Hold
132
– – 0.01% 244
2022
Q4 		$21.3K Hold
132
– – 0.01% 247
2022
Q3 		$22K Hold
132
– – 0.01% 251
2022
Q2 		$26K Hold
132
– – 0.01% 246
2022
Q1 		$28K Buy
+132
New +$28.6K 0.01% 257
2021
Q4 		– Sell
-132
Closed -$38K – 321
2021
Q3 		$38K Hold
132
– – 0.02% 229
2021
Q2 		$41K Hold
132
– – 0.02% 224
2021
Q1 		$34K Hold
132
– – 0.02% 237
2020
Q4 		$36K Buy
+132
New +$37K 0.02% 209

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Jackson Grant Investment Advisers's VEEV Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Veeva Systems (VEEV) in Q2 2023, closing a stake of 132 shares — an estimated $24.3K sold.

Jackson Grant Investment Advisers first reported a position in VEEV in Q4 2020 and held it in 9 quarters. The position peaked at $41K in Q2 2021. 823 funds tracked by Wall St. Rank hold VEEV as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Veeva Systems position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 132 Veeva Systems shares in Q2 2023, an estimated $24.3K.
  • Jackson Grant Investment Advisers first reported a position in Veeva Systems in Q4 2020 and held it in 9 quarters.
  • Jackson Grant Investment Advisers's Veeva Systems position peaked at $41K in Q2 2021.
  • 823 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.