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Simplicity Wealth’s Veeva Systems VEEV Stock Holding History

Simplicity Wealth’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 		– Sell
-4,029
Closed -$737K – 1178
2024
Q2 		$737K Buy
4,029
+69
+2% +$13.7K 0.02% 619
2024
Q1 		$917K Buy
+3,960
New +$855K 0.02% 546

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

Simplicity Wealth's VEEV Position: Q3 2024 in Review

Simplicity Wealth sold out of Veeva Systems (VEEV) in Q3 2024, closing a stake of 4,029 shares — an estimated $737K sold.

Simplicity Wealth first reported a position in VEEV in Q1 2024 and held it in 2 quarters. The position peaked at $917K in Q1 2024. 959 funds tracked by Wall St. Rank hold VEEV as of Q3 2024.

  • Simplicity Wealth reported no remaining Veeva Systems position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,029 Veeva Systems shares in Q3 2024, an estimated $737K.
  • Simplicity Wealth first reported a position in Veeva Systems in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Veeva Systems position peaked at $917K in Q1 2024.
  • 959 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.