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Stiles Financial Services’s Veeva Systems VEEV Stock Holding History

Stiles 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
2023
Q2 		– Sell
-1,113
Closed -$205K – 196
2023
Q1 		$205K Buy
+1,113
New +$190K 0.11% 172
2022
Q3 		– Sell
-1,219
Closed -$241K – 185
2022
Q2 		$241K Sell
1,219
-35
-3% -$6.44K 0.14% 139
2022
Q1 		$266K Hold
1,254
– – 0.13% 148
2021
Q4 		$320K Buy
+1,254
New +$365K 0.15% 134

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stiles Financial Services's VEEV Position: Q2 2023 in Review

Stiles Financial Services sold out of Veeva Systems (VEEV) in Q2 2023, closing a stake of 1,113 shares — an estimated $205K sold.

Stiles Financial Services first reported a position in VEEV in Q4 2021 and held it in 4 quarters. The position peaked at $320K in Q4 2021. 823 funds tracked by Wall St. Rank hold VEEV as of Q2 2023.

  • Stiles Financial Services reported no remaining Veeva Systems position as of Q2 2023 after selling out during the quarter.
  • Stiles Financial Services sold 1,113 Veeva Systems shares in Q2 2023, an estimated $205K.
  • Stiles Financial Services first reported a position in Veeva Systems in Q4 2021 and held it in 4 quarters.
  • Stiles Financial Services's Veeva Systems position peaked at $320K in Q4 2021.
  • 823 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2023.

Based on Stiles Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.