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Pacific Capital Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Pacific Capital 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
Q4 		– Sell
-5
Closed -$1.05K – 484
2024
Q3 		$1.05K Buy
+5
New +$988 ﹤0.01% 424

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State Street
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T. Rowe Price Associates
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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

Pacific Capital Wealth Advisors's VEEV Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Veeva Systems (VEEV) in Q4 2024, closing a stake of 5 shares — an estimated $1.05K sold.

Pacific Capital Wealth Advisors first reported a position in VEEV in Q3 2024 and held it in 1 quarter. The position peaked at $1.05K in Q3 2024. 1,003 funds tracked by Wall St. Rank hold VEEV as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Veeva Systems position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 5 Veeva Systems shares in Q4 2024, an estimated $1.05K.
  • Pacific Capital Wealth Advisors first reported a position in Veeva Systems in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Veeva Systems position peaked at $1.05K in Q3 2024.
  • 1,003 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.