JP Morgan Private Wealth Advisors’s Veeva Systems VEEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.52M | Sell |
12,370
-1,197
| -9% | -$241K | 0.01% | 670 |
|
|
2023
Q2 | $2.68M | Sell |
13,567
-7,152
| -35% | -$1.3M | 0.01% | 481 |
|
|
2023
Q1 | $3.81M | Sell |
20,719
-207
| -1% | -$35.3K | 0.01% | 661 |
|
|
2022
Q4 | $3.38M | Sell |
20,926
-1,382
| -6% | -$236K | 0.01% | 686 |
|
|
2022
Q3 | $3.68M | Buy |
22,308
+1,326
| +6% | +$265K | 0.01% | 637 |
|
|
2022
Q2 | $4.16M | Sell |
20,982
-377
| -2% | -$69.4K | 0.01% | 620 |
|
|
2022
Q1 | $4.54M | Sell |
21,359
-3,480
| -14% | -$755K | 0.01% | 649 |
|
|
2021
Q4 | $6.35M | Sell |
24,839
-1,527
| -6% | -$444K | 0.01% | 554 |
|
|
2021
Q3 | $7.6M | Buy |
26,366
+4,216
| +19% | +$1.34M | 0.02% | 486 |
|
|
2021
Q2 | $6.89M | Buy |
22,150
+5,308
| +32% | +$1.48M | 0.02% | 503 |
|
|
2021
Q1 | $4.4M | Sell |
16,842
-60,746
| -78% | -$16.9M | 0.01% | 542 |
|
|
2020
Q4 | $21.1M | Buy |
77,588
+23,019
| +42% | +$6.45M | 0.07% | 244 |
|
|
2020
Q3 | $15.3M | Buy |
54,569
+39,229
| +256% | +$10.3M | 0.06% | 253 |
|
|
2020
Q2 | $3.6M | Buy |
15,340
+1,884
| +14% | +$374K | 0.02% | 437 |
|
|
2020
Q1 | $2.1M | Sell |
13,456
-14,476
| -52% | -$2.12M | 0.01% | 530 |
|
|
2019
Q4 | $3.93M | Buy |
27,932
+1,142
| +4% | +$168K | 0.02% | 469 |
|
|
2019
Q3 | $4.09M | Buy |
26,790
+12,177
| +83% | +$1.95M | 0.02% | 449 |
|
|
2019
Q2 | $2.37M | Sell |
14,613
-15,679
| -52% | -$2.28M | 0.01% | 559 |
|
|
2019
Q1 | $3.84M | Buy |
30,292
+4,737
| +19% | +$534K | 0.02% | 465 |
|
|
2018
Q4 | $2.28M | Sell |
25,555
-1,780
| -7% | -$163K | 0.01% | 544 |
|
|
2018
Q3 | $2.98M | Buy |
27,335
+3,094
| +13% | +$281K | 0.01% | 540 |
|
|
2018
Q2 | $1.86M | Sell |
24,241
-1,510
| -6% | -$115K | 0.01% | 618 |
|
|
2018
Q1 | $1.88M | Buy |
25,751
+3,971
| +18% | +$257K | 0.01% | 499 |
|
|
2017
Q4 | $1.21M | Sell |
21,780
-348
| -2% | -$20.5K | 0.01% | 610 |
|
|
2017
Q3 | $1.25M | Buy |
22,128
+154
| +0.7% | +$9.34K | 0.01% | 577 |
|
|
2017
Q2 | $1.35M | Sell |
21,974
-11,099
| -34% | -$641K | 0.01% | 543 |
|
|
2017
Q1 | $1.7M | Buy |
33,073
+14,875
| +82% | +$668K | 0.01% | 499 |
|
|
2016
Q4 | $740K | Buy |
+18,198
| New | +$743K | 0.01% | 686 |
|
|
2016
Q3 | – | Sell |
-26,558
| Closed | -$906K | – | 1275 |
|
|
2016
Q2 | $906K | Sell |
26,558
-17,172
| -39% | -$510K | 0.01% | 620 |
|
|
2016
Q1 | $1.09M | Buy |
43,730
+15,335
| +54% | +$376K | 0.01% | 537 |
|
|
2015
Q4 | $819K | Buy |
28,395
+13,418
| +90% | +$358K | 0.01% | 566 |
|
|
2015
Q3 | $351K | Sell |
14,977
-3,336
| -18% | -$86.9K | ﹤0.01% | 736 |
|
|
2015
Q2 | $513K | Buy |
18,313
+6,039
| +49% | +$164K | 0.01% | 662 |
|
|
2015
Q1 | $313K | Buy |
+12,274
| New | +$346K | ﹤0.01% | 875 |
|
Other funds holding VEEV
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JP Morgan Private Wealth Advisors's VEEV Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Veeva Systems (VEEV) stake by 8.8% in Q3 2023, selling an estimated $241K and leaving 12,370 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #670.
JP Morgan Private Wealth Advisors first reported a position in VEEV in Q1 2015 and has held it in 34 quarters since. The position peaked at $21.1M in Q4 2020. 831 funds tracked by Wall St. Rank hold VEEV as of Q3 2023.
- JP Morgan Private Wealth Advisors held 12,370 shares of Veeva Systems worth $2.52M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 1,197 Veeva Systems shares in Q3 2023, an estimated $241K.
- Veeva Systems made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #670 holding.
- JP Morgan Private Wealth Advisors first reported a position in Veeva Systems in Q1 2015 and has held it in 34 quarters since.
- JP Morgan Private Wealth Advisors's Veeva Systems position peaked at $21.1M in Q4 2020.
- 831 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.