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Optimum Investment Advisors’s Veeva Systems VEEV Stock Holding History

Optimum Investment 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
2022
Q3 		– Sell
-25
Closed -$5K – 891
2022
Q2 		$5K Buy
+25
New +$4.6K ﹤0.01% 697
2020
Q1 		– Sell
-100
Closed -$14K – 952
2019
Q4 		$14K Hold
100
– – ﹤0.01% 727
2019
Q3 		$15K Hold
100
– – ﹤0.01% 726
2019
Q2 		$16K Sell
100
-300
-75% -$43.7K 0.01% 716
2019
Q1 		$51K Buy
400
+300
+300% +$33.8K 0.02% 499
2018
Q4 		$9K Hold
100
– – ﹤0.01% 777
2018
Q3 		$11K Hold
100
– – ﹤0.01% 831
2018
Q2 		$8K Hold
100
– – ﹤0.01% 882
2018
Q1 		$7K Buy
+100
New +$6.46K ﹤0.01% 867

Other funds holding VEEV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Optimum Investment Advisors's VEEV Position: Q3 2022 in Review

Optimum Investment Advisors sold out of Veeva Systems (VEEV) in Q3 2022, closing a stake of 25 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in VEEV in Q1 2018 and held it in 9 quarters. The position peaked at $51K in Q1 2019. 736 funds tracked by Wall St. Rank hold VEEV as of Q3 2022.

  • Optimum Investment Advisors reported no remaining Veeva Systems position as of Q3 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 25 Veeva Systems shares in Q3 2022, an estimated $5K.
  • Optimum Investment Advisors first reported a position in Veeva Systems in Q1 2018 and held it in 9 quarters.
  • Optimum Investment Advisors's Veeva Systems position peaked at $51K in Q1 2019.
  • 736 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.