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Next Financial Group’s Veeva Systems VEEV Stock Holding History

Next 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
2021
Q4 		$778K Buy
3,046
+372
+14% +$108K 0.05% 381
2021
Q3 		$771K Sell
2,674
-6,829
-72% -$2.17M 0.06% 339
2021
Q2 		$2.96M Buy
9,503
+393
+4% +$110K 0.24% 92
2021
Q1 		$2.38M Buy
9,110
+254
+3% +$70.8K 0.21% 106
2020
Q4 		$2.41M Sell
8,856
-3,864
-30% -$1.08M 0.23% 105
2020
Q3 		$3.58M Buy
12,720
+293
+2% +$77.2K 0.39% 52
2020
Q2 		$2.91M Buy
12,427
+2,149
+21% +$426K 0.34% 69
2020
Q1 		$1.61M Buy
10,278
+1,305
+15% +$191K 0.21% 110
2019
Q4 		$1.26M Buy
8,973
+1,230
+16% +$181K 0.13% 192
2019
Q3 		$1.18M Sell
7,743
-847
-10% -$136K 0.13% 208
2019
Q2 		$1.39M Buy
8,590
+5,945
+225% +$866K 0.15% 182
2019
Q1 		$335K Buy
2,645
+1,047
+66% +$118K 0.08% 231
2018
Q4 		$143K Buy
1,598
+868
+119% +$79.3K 0.03% 482
2018
Q3 		$79K Buy
+730
New +$66.2K 0.04% 432
2017
Q4 		– Sell
-575
Closed -$34K – 1372
2017
Q3 		$34K Hold
575
– – 0.01% 825
2017
Q2 		$35K Hold
575
– – 0.01% 885
2017
Q1 		$31K Hold
575
– – 0.01% 895
2016
Q4 		$23K Hold
575
– – ﹤0.01% 1322
2016
Q3 		$24K Hold
575
– – ﹤0.01% 1274
2016
Q2 		$19K Hold
575
– – 0.01% 996
2016
Q1 		$14K Buy
575
+300
+109% +$7.35K ﹤0.01% 1060
2015
Q4 		$7K Hold
275
– – ﹤0.01% 1307
2015
Q3 		$6K Hold
275
– – ﹤0.01% 1381
2015
Q2 		$7K Hold
275
– – ﹤0.01% 1389
2015
Q1 		$7K Buy
275
+75
+38% +$2.11K ﹤0.01% 1392
2014
Q4 		$5K Sell
200
-500
-71% -$14.1K ﹤0.01% 1514
2014
Q3 		$20K Buy
700
+500
+250% +$12.9K ﹤0.01% 1432
2014
Q2 		$5K Buy
+200
New +$4.33K ﹤0.01% 937

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Next Financial Group's VEEV Position: Q4 2021 in Review

Next Financial Group increased its Veeva Systems (VEEV) stake by 14% in Q4 2021, buying an estimated $108K and bringing the position to 3,046 shares worth $778K. The position accounts for 0.05% of the portfolio, ranked #381.

Next Financial Group first reported a position in VEEV in Q2 2014 and has held it in 28 quarters since. The position peaked at $3.58M in Q3 2020. 838 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

  • Next Financial Group held 3,046 shares of Veeva Systems worth $778K as of Q4 2021.
  • Next Financial Group bought 372 Veeva Systems shares in Q4 2021, an estimated $108K.
  • Veeva Systems made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #381 holding.
  • Next Financial Group first reported a position in Veeva Systems in Q2 2014 and has held it in 28 quarters since.
  • Next Financial Group's Veeva Systems position peaked at $3.58M in Q3 2020.
  • 838 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.