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Monumental Financial Group’s Veeva Systems VEEV Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-6,221
Closed -$1.14M – 82
2023
Q1 		$1.14M Buy
6,221
+562
+10% +$95.9K 0.82% 34
2022
Q4 		$913K Buy
+5,659
New +$967K 0.74% 42

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Monumental Financial Group's VEEV Position: Q2 2023 in Review

Monumental Financial Group sold out of Veeva Systems (VEEV) in Q2 2023, closing a stake of 6,221 shares — an estimated $1.14M sold.

Monumental Financial Group first reported a position in VEEV in Q4 2022 and held it in 2 quarters. The position peaked at $1.14M in Q1 2023. 822 funds tracked by Wall St. Rank hold VEEV as of Q2 2023.

  • Monumental Financial Group reported no remaining Veeva Systems position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 6,221 Veeva Systems shares in Q2 2023, an estimated $1.14M.
  • Monumental Financial Group first reported a position in Veeva Systems in Q4 2022 and held it in 2 quarters.
  • Monumental Financial Group's Veeva Systems position peaked at $1.14M in Q1 2023.
  • 822 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.