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	–	1136
2024 Q3	$204K	Buy	+959	New	+$190K	0.01%	1041
2024 Q2	–	Sell	-971	Closed	-$225K	–	1166
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	–	858
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

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

AllianceBernstein

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

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

T. Rowe Price Associates

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return