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SYSTM Wealth Solutions’s Veeva Systems VEEV Stock Holding History

SYSTM Wealth Solutions’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
-7,379
Closed -$1.35M – 612
2024
Q2 		$1.35M Sell
7,379
-5,915
-44% -$1.17M 0.3% 98
2024
Q1 		$3.08M Buy
13,294
+1,204
+10% +$260K 0.39% 72
2023
Q4 		$2.33M Buy
12,090
+1,647
+16% +$310K 0.32% 90
2023
Q3 		$2.12M Buy
10,443
+508
+5% +$102K 0.33% 79
2023
Q2 		$1.96M Buy
9,935
+965
+11% +$176K 0.27% 102
2023
Q1 		$1.65M Buy
8,970
+720
+9% +$123K 0.25% 101
2022
Q4 		$1.33M Buy
+8,250
New +$1.41M 0.17% 167

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

SYSTM Wealth Solutions's VEEV Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Veeva Systems (VEEV) in Q3 2024, closing a stake of 7,379 shares — an estimated $1.35M sold.

SYSTM Wealth Solutions first reported a position in VEEV in Q4 2022 and held it in 7 quarters. The position peaked at $3.08M in Q1 2024. 959 funds tracked by Wall St. Rank hold VEEV as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Veeva Systems position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 7,379 Veeva Systems shares in Q3 2024, an estimated $1.35M.
  • SYSTM Wealth Solutions first reported a position in Veeva Systems in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Veeva Systems position peaked at $3.08M in Q1 2024.
  • 959 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.