SFMG Wealth Advisors’s Veeva Systems VEEV Stock Holding History

SFMG Wealth Advisors’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	-8,403	Closed	-$1.78M	–	316
2022 Q1	$1.78M	Buy	8,403 +1,602	+24%	+$348K	0.18%	71
2021 Q4	$1.74M	Buy	6,801 +1,077	+19%	+$313K	0.17%	75
2021 Q3	$1.65M	Buy	5,724 +953	+20%	+$302K	0.18%	70
2021 Q2	$1.48M	Buy	4,771 +685	+17%	+$191K	0.16%	68
2021 Q1	$1.07M	Buy	4,086 +441	+12%	+$123K	0.12%	88
2020 Q4	$992K	Buy	3,645 +480	+15%	+$134K	0.13%	80
2020 Q3	$890K	Buy	3,165 +492	+18%	+$130K	0.12%	72
2020 Q2	$627K	Buy	+2,673	New	+$530K	0.09%	80
2019 Q1	–	Sell	-19,385	Closed	-$1.73M	–	152
2018 Q4	$1.73M	Hold	19,385	–	–	0.28%	33
2018 Q3	$1.79M	Buy	19,385 +115	+0.6%	+$10.4K	0.27%	30
2018 Q2	$1.48M	Buy	19,270 +2,340	+14%	+$178K	0.24%	31
2018 Q1	$1.24M	Buy	16,930 +3,525	+26%	+$228K	0.21%	40
2017 Q4	$741K	Buy	+13,405	New	+$789K	0.12%	57

Other funds holding VEEV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFMG Wealth Advisors's VEEV Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of Veeva Systems (VEEV) in Q2 2022, closing a stake of 8,403 shares — an estimated $1.78M sold.

SFMG Wealth Advisors first reported a position in VEEV in Q4 2017 and held it in 13 quarters. The position peaked at $1.79M in Q3 2018. 751 funds tracked by Wall St. Rank hold VEEV as of Q2 2022.

SFMG Wealth Advisors reported no remaining Veeva Systems position as of Q2 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 8,403 Veeva Systems shares in Q2 2022, an estimated $1.78M.
SFMG Wealth Advisors first reported a position in Veeva Systems in Q4 2017 and held it in 13 quarters.
SFMG Wealth Advisors's Veeva Systems position peaked at $1.79M in Q3 2018.
751 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2022.

Based on SFMG Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.