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PFG Private Wealth Management’s Veeva Systems VEEV Stock Holding History

PFG Private Wealth Management’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
Q1 		– Sell
-268
Closed -$68K – 355
2021
Q4 		$68K Buy
268
+4
+2% +$1.16K 0.04% 149
2021
Q3 		$76K Buy
+264
New +$83.8K 0.04% 110

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

PFG Private Wealth Management's VEEV Position: Q1 2022 in Review

PFG Private Wealth Management sold out of Veeva Systems (VEEV) in Q1 2022, closing a stake of 268 shares — an estimated $68K sold.

PFG Private Wealth Management first reported a position in VEEV in Q3 2021 and held it in 2 quarters. The position peaked at $76K in Q3 2021. 748 funds tracked by Wall St. Rank hold VEEV as of Q1 2022.

  • PFG Private Wealth Management reported no remaining Veeva Systems position as of Q1 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 268 Veeva Systems shares in Q1 2022, an estimated $68K.
  • PFG Private Wealth Management first reported a position in Veeva Systems in Q3 2021 and held it in 2 quarters.
  • PFG Private Wealth Management's Veeva Systems position peaked at $76K in Q3 2021.
  • 748 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2022.

Based on PFG Private Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.