Safeguard Financial’s Veeva Systems VEEV Stock Holding History

Safeguard Financial’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	–	Sell	-180	Closed	-$35K	–	531
2023 Q2	$35K	Buy	+180	New	+$32.8K	0.02%	195

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

Safeguard Financial's VEEV Position: Q3 2023 in Review

Safeguard Financial sold out of Veeva Systems (VEEV) in Q3 2023, closing a stake of 180 shares — an estimated $35K sold.

Safeguard Financial first reported a position in VEEV in Q2 2023 and held it in 1 quarter. The position peaked at $35K in Q2 2023. 830 funds tracked by Wall St. Rank hold VEEV as of Q3 2023.

Safeguard Financial reported no remaining Veeva Systems position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 180 Veeva Systems shares in Q3 2023, an estimated $35K.
Safeguard Financial first reported a position in Veeva Systems in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Veeva Systems position peaked at $35K in Q2 2023.
830 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.