Pathstone Family Office’s Veeva Systems VEEV Stock Holding History

Pathstone Family Office’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
2023 Q3	$891K	Buy	4,378 +608	+16%	+$123K	0.01%	768
2023 Q2	$746K	Buy	3,770 +2,674	+244%	+$488K	0.01%	581
2023 Q1	$201K	Sell	1,096 -3,668	-77%	-$626K	﹤0.01%	1092
2022 Q4	$772K	Sell	4,764 -412	-8%	-$70.4K	0.01%	905
2022 Q3	$853K	Buy	5,176 +4,098	+380%	+$819K	0.01%	821
2022 Q2	$214K	Sell	1,078 -7	-0.6%	-$1.29K	﹤0.01%	940
2022 Q1	$231K	Sell	1,085 -1	-0.1%	-$217	0.01%	846
2021 Q4	$278K	Buy	1,086 +5	+0.5%	+$1.45K	0.01%	738
2021 Q3	$311K	Sell	1,081 -11	-1%	-$3.49K	0.01%	669
2021 Q2	$339K	Buy	1,092 +40	+4%	+$11.2K	0.01%	605
2021 Q1	$275K	Buy	+1,052	New	+$293K	0.01%	511

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's VEEV Position: Q3 2023 in Review

Pathstone Family Office increased its Veeva Systems (VEEV) stake by 16% in Q3 2023, buying an estimated $123K and bringing the position to 4,378 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #768.

Pathstone Family Office first reported a position in VEEV in Q1 2021 and has held it in 11 quarters since. 830 funds tracked by Wall St. Rank hold VEEV as of Q3 2023.

Pathstone Family Office held 4,378 shares of Veeva Systems worth $891K as of Q3 2023.
Pathstone Family Office bought 608 Veeva Systems shares in Q3 2023, an estimated $123K.
Veeva Systems made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #768 holding.
Pathstone Family Office first reported a position in Veeva Systems in Q1 2021 and has held it in 11 quarters since.
830 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.