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Raymond James Trust’s Veeva Systems VEEV Stock Holding History

Raymond James Trust’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
Q3 		$231K Buy
+1,099
New +$217K 0.01% 1174
2024
Q2 		– Sell
-930
Closed -$215K – 1303
2024
Q1 		$215K Buy
+930
New +$201K 0.01% 1155
2023
Q4 		– Sell
-1,568
Closed -$319K – 1250
2023
Q3 		$319K Sell
1,568
-159
-9% -$32K 0.01% 837
2023
Q2 		$341K Sell
1,727
-24
-1% -$4.38K 0.01% 829
2023
Q1 		$322K Sell
1,751
-157
-8% -$26.8K 0.01% 829
2022
Q4 		$308K Sell
1,908
-16
-0.8% -$2.73K 0.01% 815
2022
Q3 		$317K Buy
1,924
+648
+51% +$129K 0.01% 763
2022
Q2 		$253K Sell
1,276
-283
-18% -$52.1K 0.01% 894
2022
Q1 		$331K Buy
1,559
+28
+2% +$6.07K 0.01% 831
2021
Q4 		$391K Buy
1,531
+275
+22% +$80K 0.01% 758
2021
Q3 		$362K Buy
1,256
+18
+1% +$5.71K 0.01% 759
2021
Q2 		$385K Sell
1,238
-200
-14% -$55.8K 0.01% 737
2021
Q1 		$376K Buy
1,438
+131
+10% +$36.5K 0.01% 711
2020
Q4 		$356K Buy
1,307
+6
+0.5% +$1.68K 0.01% 688
2020
Q3 		$365K Buy
1,301
+140
+12% +$36.9K 0.02% 607
2020
Q2 		$272K Buy
+1,161
New +$230K 0.01% 701

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Raymond James Trust's VEEV Position: Q3 2024 in Review

Raymond James Trust opened a new position in Veeva Systems (VEEV) in Q3 2024: 1,099 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #1174 among its holdings. This is a return to the name: Raymond James Trust previously reported a position in VEEV as recently as Q1 2024.

Raymond James Trust first reported a position in VEEV in Q2 2020 and has held it in 16 quarters since. The position peaked at $391K in Q4 2021. 959 funds tracked by Wall St. Rank hold VEEV as of Q3 2024.

  • Raymond James Trust held 1,099 shares of Veeva Systems worth $231K as of Q3 2024.
  • Veeva Systems was a new Raymond James Trust position in Q3 2024.
  • Veeva Systems made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1174 holding.
  • Raymond James Trust first reported a position in Veeva Systems in Q2 2020 and has held it in 16 quarters since.
  • Raymond James Trust's Veeva Systems position peaked at $391K in Q4 2021.
  • 959 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.