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Jackson Wealth Management’s Veeva Systems VEEV Stock Holding History

Jackson 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
Q2 		– Sell
-13,852
Closed -$2.94M – 121
2022
Q1 		$2.94M Sell
13,852
-1,980
-13% -$430K 0.41% 61
2021
Q4 		$4.04M Buy
15,832
+218
+1% +$63.4K 0.51% 57
2021
Q3 		$83K Buy
15,614
+51
+0.3% +$16.2K 1.01% 29
2021
Q2 		$4.84M Buy
15,563
+1,173
+8% +$327K 0.61% 44
2021
Q1 		$3.76M Buy
14,390
+1,324
+10% +$369K 0.56% 50
2020
Q4 		$3.56M Buy
13,066
+1,257
+11% +$352K 0.49% 53
2020
Q3 		$3.32M Buy
11,809
+1,951
+20% +$514K 0.5% 52
2020
Q2 		$2.31M Buy
9,858
+706
+8% +$140K 0.41% 58
2020
Q1 		$1.81M Sell
9,152
-2,949
-24% -$432K 0.38% 56
2019
Q4 		$1.76M Buy
12,101
+645
+6% +$94.8K 0.29% 89
2019
Q3 		$1.72M Buy
+11,456
New +$1.84M 0.36% 74

Other funds holding VEEV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jackson Wealth Management's VEEV Position: Q2 2022 in Review

Jackson Wealth Management sold out of Veeva Systems (VEEV) in Q2 2022, closing a stake of 13,852 shares — an estimated $2.94M sold.

Jackson Wealth Management first reported a position in VEEV in Q3 2019 and held it in 11 quarters. The position peaked at $4.84M in Q2 2021. 752 funds tracked by Wall St. Rank hold VEEV as of Q2 2022.

  • Jackson Wealth Management reported no remaining Veeva Systems position as of Q2 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 13,852 Veeva Systems shares in Q2 2022, an estimated $2.94M.
  • Jackson Wealth Management first reported a position in Veeva Systems in Q3 2019 and held it in 11 quarters.
  • Jackson Wealth Management's Veeva Systems position peaked at $4.84M in Q2 2021.
  • 752 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2022.

Based on Jackson Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.