MFGM
VEEV icon

Marshall Financial Group (Maryland)’s Veeva Systems VEEV Stock Holding History

Marshall Financial Group (Maryland)’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
-4,800
Closed -$1.02M – 214
2022
Q1 		$1.02M Buy
4,800
+427
+10% +$92.6K 0.42% 88
2021
Q4 		$1.12M Buy
4,373
+272
+7% +$79.1K 0.41% 83
2021
Q3 		$1.18M Buy
4,101
+234
+6% +$74.3K 0.61% 47
2021
Q2 		$1.2M Sell
3,867
-378
-9% -$105K 0.65% 37
2021
Q1 		$1.11M Buy
4,245
+172
+4% +$47.9K 0.66% 57
2020
Q4 		$1.11M Buy
+4,073
New +$1.14M 0.72% 54

Other funds holding VEEV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Financial Group (Maryland)'s VEEV Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of Veeva Systems (VEEV) in Q2 2022, closing a stake of 4,800 shares — an estimated $1.02M sold.

Marshall Financial Group (Maryland) first reported a position in VEEV in Q4 2020 and held it in 6 quarters. The position peaked at $1.2M in Q2 2021. 751 funds tracked by Wall St. Rank hold VEEV as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining Veeva Systems position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 4,800 Veeva Systems shares in Q2 2022, an estimated $1.02M.
  • Marshall Financial Group (Maryland) first reported a position in Veeva Systems in Q4 2020 and held it in 6 quarters.
  • Marshall Financial Group (Maryland)'s Veeva Systems position peaked at $1.2M in Q2 2021.
  • 751 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.