JWM
VEEV icon

Jupiter Wealth Management’s Veeva Systems VEEV Stock Holding History

Jupiter 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
2021
Q4 		– Sell
-1,550
Closed -$486K – 98
2021
Q3 		$486K Hold
1,550
– – 0.23% 66
2021
Q2 		$525K Hold
1,550
– – 0.25% 64
2021
Q1 		$437K Buy
1,550
+300
+24% +$83.6K 0.22% 61
2020
Q4 		$340K Buy
+1,250
New +$350K 0.21% 59

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Jupiter Wealth Management's VEEV Position: Q4 2021 in Review

Jupiter Wealth Management sold out of Veeva Systems (VEEV) in Q4 2021, closing a stake of 1,550 shares — an estimated $486K sold.

Jupiter Wealth Management first reported a position in VEEV in Q4 2020 and held it in 4 quarters. The position peaked at $525K in Q2 2021. 838 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

  • Jupiter Wealth Management reported no remaining Veeva Systems position as of Q4 2021 after selling out during the quarter.
  • Jupiter Wealth Management sold 1,550 Veeva Systems shares in Q4 2021, an estimated $486K.
  • Jupiter Wealth Management first reported a position in Veeva Systems in Q4 2020 and held it in 4 quarters.
  • Jupiter Wealth Management's Veeva Systems position peaked at $525K in Q2 2021.
  • 838 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on Jupiter Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.