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Operose Advisors’s Veeva Systems VEEV Stock Holding History

Operose 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
-142
Closed -$29.8K – 633
2024
Q3 		$29.8K Hold
142
– – 0.01% 345
2024
Q2 		$26K Hold
142
– – 0.01% 318
2024
Q1 		$32.9K Sell
142
-112
-44% -$24.2K 0.01% 299
2023
Q4 		$48.9K Buy
254
+112
+79% +$21.1K 0.02% 224
2023
Q3 		$28.9K Buy
+142
New +$28.6K 0.01% 411

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
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
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 $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Operose Advisors's VEEV Position: Q4 2024 in Review

Operose Advisors sold out of Veeva Systems (VEEV) in Q4 2024, closing a stake of 142 shares — an estimated $29.8K sold.

Operose Advisors first reported a position in VEEV in Q3 2023 and held it in 5 quarters. The position peaked at $48.9K in Q4 2023. 1,003 funds tracked by Wall St. Rank hold VEEV as of Q4 2024.

  • Operose Advisors reported no remaining Veeva Systems position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 142 Veeva Systems shares in Q4 2024, an estimated $29.8K.
  • Operose Advisors first reported a position in Veeva Systems in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's Veeva Systems position peaked at $48.9K in Q4 2023.
  • 1,003 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.