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Opal Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Opal Wealth 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
Q3 		– Sell
-7
Closed -$1.28K – 1129
2024
Q2 		$1.28K Buy
7
+1
+17% +$198 ﹤0.01% 1040
2024
Q1 		$1.39K Buy
+6
New +$1.29K ﹤0.01% 302

Other funds holding VEEV

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Opal Wealth Advisors's VEEV Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Veeva Systems (VEEV) in Q3 2024, closing a stake of 7 shares — an estimated $1.28K sold.

Opal Wealth Advisors first reported a position in VEEV in Q1 2024 and held it in 2 quarters. The position peaked at $1.39K in Q1 2024. 959 funds tracked by Wall St. Rank hold VEEV as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Veeva Systems position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 7 Veeva Systems shares in Q3 2024, an estimated $1.28K.
  • Opal Wealth Advisors first reported a position in Veeva Systems in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Veeva Systems position peaked at $1.39K in Q1 2024.
  • 959 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.