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Rockbridge Investment Management’s Veeva Systems VEEV Stock Holding History

Rockbridge Investment 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
Q2 		– Sell
-30
Closed -$6.5K – 795
2022
Q1 		$6.5K Hold
30
– – ﹤0.01% 582
2021
Q4 		$8K Hold
30
– – ﹤0.01% 603
2021
Q3 		$9K Hold
30
– – ﹤0.01% 540
2021
Q2 		$9K Sell
30
-10
-25% -$2.79K ﹤0.01% 551
2021
Q1 		$10K Buy
+40
New +$11.1K ﹤0.01% 509

Other funds holding VEEV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rockbridge Investment Management's VEEV Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Veeva Systems (VEEV) in Q2 2022, closing a stake of 30 shares — an estimated $6.5K sold.

Rockbridge Investment Management first reported a position in VEEV in Q1 2021 and held it in 5 quarters. The position peaked at $10K in Q1 2021. 752 funds tracked by Wall St. Rank hold VEEV as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Veeva Systems position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 30 Veeva Systems shares in Q2 2022, an estimated $6.5K.
  • Rockbridge Investment Management first reported a position in Veeva Systems in Q1 2021 and held it in 5 quarters.
  • Rockbridge Investment Management's Veeva Systems position peaked at $10K in Q1 2021.
  • 752 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.