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Kolinsky Wealth Management’s Veeva Systems VEEV Stock Holding History

Kolinsky 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
2023
Q4 		– Sell
-1,119
Closed -$228K – 144
2023
Q3 		$228K Buy
+1,119
New +$225K 0.23% 113
2023
Q2 		– Sell
-1,584
Closed -$291K – 146
2023
Q1 		$291K Sell
1,584
-35
-2% -$5.97K 0.31% 81
2022
Q4 		$261K Buy
+1,619
New +$277K 0.3% 91

Other funds holding VEEV

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Kolinsky Wealth Management's VEEV Position: Q4 2023 in Review

Kolinsky Wealth Management sold out of Veeva Systems (VEEV) in Q4 2023, closing a stake of 1,119 shares — an estimated $228K sold.

Kolinsky Wealth Management first reported a position in VEEV in Q4 2022 and held it in 3 quarters. The position peaked at $291K in Q1 2023. 879 funds tracked by Wall St. Rank hold VEEV as of Q4 2023.

  • Kolinsky Wealth Management reported no remaining Veeva Systems position as of Q4 2023 after selling out during the quarter.
  • Kolinsky Wealth Management sold 1,119 Veeva Systems shares in Q4 2023, an estimated $228K.
  • Kolinsky Wealth Management first reported a position in Veeva Systems in Q4 2022 and held it in 3 quarters.
  • Kolinsky Wealth Management's Veeva Systems position peaked at $291K in Q1 2023.
  • 879 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2023.

Based on Kolinsky Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.