Laurel Wealth Advisors (California)’s Veeva Systems VEEV Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$239K	Hold	1,480	–	–	0.02%	579
2022 Q3	$244K	Hold	1,480	–	–	0.03%	555
2022 Q2	$293K	Sell	1,480 -622	-30%	-$114K	0.03%	499
2022 Q1	$447K	Sell	2,102 -18	-0.8%	-$3.9K	0.04%	443
2021 Q4	$542K	Sell	2,120 -205	-9%	-$59.6K	0.04%	427
2021 Q3	$670K	Hold	2,325	–	–	0.12%	192
2021 Q2	$723K	Hold	2,325	–	–	0.09%	218
2021 Q1	$607K	Sell	2,325 -295	-11%	-$82.2K	0.09%	216
2020 Q4	$713K	Sell	2,620 -22	-0.8%	-$6.16K	0.1%	189
2020 Q3	$743K	Hold	2,642	–	–	0.12%	180
2020 Q2	$620K	Sell	2,642 -512	-16%	-$102K	0.11%	194
2020 Q1	$493K	Sell	3,154 -355	-10%	-$52K	0.11%	202
2019 Q4	$494K	Buy	3,509 +1,354	+63%	+$199K	0.08%	255
2019 Q3	$329K	Buy	2,155 +115	+6%	+$18.4K	0.06%	322
2019 Q2	$331K	Sell	2,040 -40	-2%	-$5.83K	0.07%	287
2019 Q1	$264K	Buy	+2,080	New	+$235K	0.07%	313
2018 Q4	–	Sell	-1,997	Closed	-$217K	–	428
2018 Q3	$217K	Buy	+1,997	New	+$181K	0.05%	356

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VEEV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Veeva Systems (VEEV) position steady in Q4 2022 at 1,480 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #579.

Laurel Wealth Advisors (California) first reported a position in VEEV in Q3 2018 and has held it in 17 quarters since. The position peaked at $743K in Q3 2020. 769 funds tracked by Wall St. Rank hold VEEV as of Q4 2022.

Laurel Wealth Advisors (California) held 1,480 shares of Veeva Systems worth $239K as of Q4 2022.
Laurel Wealth Advisors (California) left its Veeva Systems share count unchanged in Q4 2022.
Veeva Systems made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #579 holding.
Laurel Wealth Advisors (California) first reported a position in Veeva Systems in Q3 2018 and has held it in 17 quarters since.
Laurel Wealth Advisors (California)'s Veeva Systems position peaked at $743K in Q3 2020.
769 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.