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Richardson Financial Services’s Veeva Systems VEEV Stock Holding History

Richardson Financial Services’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
-15
Closed -$2.75K – 650
2024
Q3 		$2.75K Hold
15
– – ﹤0.01% 480
2024
Q2 		$2.75K Hold
15
– – ﹤0.01% 457
2024
Q1 		$3.48K Hold
15
– – ﹤0.01% 479
2023
Q4 		$2.89K Buy
+15
New +$2.83K ﹤0.01% 366

Other funds holding VEEV

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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

Richardson Financial Services's VEEV Position: Q4 2024 in Review

Richardson Financial Services sold out of Veeva Systems (VEEV) in Q4 2024, closing a stake of 15 shares — an estimated $2.75K sold.

Richardson Financial Services first reported a position in VEEV in Q4 2023 and held it in 4 quarters. The position peaked at $3.48K in Q1 2024. 1,003 funds tracked by Wall St. Rank hold VEEV as of Q4 2024.

  • Richardson Financial Services reported no remaining Veeva Systems position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 15 Veeva Systems shares in Q4 2024, an estimated $2.75K.
  • Richardson Financial Services first reported a position in Veeva Systems in Q4 2023 and held it in 4 quarters.
  • Richardson Financial Services's Veeva Systems position peaked at $3.48K in Q1 2024.
  • 1,003 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.