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Mutual Advisors’s Veeva Systems VEEV Stock Holding History

Mutual Advisors’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
2024
Q4 		– Sell
-959
Closed -$204K – 1135
2024
Q3 		$204K Buy
+959
New +$190K 0.01% 1041
2024
Q2 		– Sell
-971
Closed -$225K – 1165
2024
Q1 		$225K Buy
+971
New +$210K 0.01% 992
2023
Q4 		– Sell
-1,026
Closed -$209K – 1082
2023
Q3 		$209K Sell
1,026
-315
-23% -$63.5K 0.01% 908
2023
Q2 		$265K Buy
1,341
+103
+8% +$18.8K 0.01% 848
2023
Q1 		$228K Buy
+1,238
New +$211K 0.01% 876
2021
Q2 		– Sell
-772
Closed -$202K – 857
2021
Q1 		$202K Sell
772
-15
-2% -$4.18K 0.01% 734
2020
Q4 		$214K Sell
787
-73
-8% -$20.5K 0.02% 680
2020
Q3 		$242K Buy
+860
New +$227K 0.02% 590
2019
Q3 		– Sell
-2,713
Closed -$440K – 605
2019
Q2 		$440K Buy
+2,713
New +$395K 0.06% 346

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mutual Advisors's VEEV Position: Q4 2024 in Review

Mutual Advisors sold out of Veeva Systems (VEEV) in Q4 2024, closing a stake of 959 shares — an estimated $204K sold.

Mutual Advisors first reported a position in VEEV in Q2 2019 and held it in 9 quarters. The position peaked at $440K in Q2 2019. 1,005 funds tracked by Wall St. Rank hold VEEV as of Q4 2024.

  • Mutual Advisors reported no remaining Veeva Systems position as of Q4 2024 after selling out during the quarter.
  • Mutual Advisors sold 959 Veeva Systems shares in Q4 2024, an estimated $204K.
  • Mutual Advisors first reported a position in Veeva Systems in Q2 2019 and held it in 9 quarters.
  • Mutual Advisors's Veeva Systems position peaked at $440K in Q2 2019.
  • 1,005 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2024.

Based on Mutual Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.