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Taylor Hoffman Wealth Management’s Veeva Systems VEEV Stock Holding History

Taylor Hoffman Wealth Management’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
Q2 		$207K Hold
1,141
– – 0.08% 108
2024
Q1 		$264K Hold
1,141
– – 0.11% 96
2023
Q4 		$220K Sell
1,141
-321
-22% -$60.5K 0.1% 105
2023
Q3 		$297K Hold
1,462
– – 0.15% 87
2023
Q2 		$289K Hold
1,462
– – 0.14% 92
2023
Q1 		$269K Hold
1,462
– – 0.15% 95
2022
Q4 		$236K Sell
1,462
-320
-18% -$54.7K 0.14% 97
2022
Q3 		$294K Hold
1,782
– – 0.15% 107
2022
Q2 		$364K Hold
1,782
– – 0.18% 99
2022
Q1 		$379K Hold
1,782
– – 0.15% 104
2021
Q4 		$455K Hold
1,782
– – 0.17% 95
2021
Q3 		$512K Hold
1,782
– – 0.22% 88
2021
Q2 		$554K Sell
1,782
-192
-10% -$53.5K 0.24% 85
2021
Q1 		$516K Sell
1,974
-525
-21% -$146K 0.24% 84
2020
Q4 		$680K Hold
2,499
– – 0.35% 76
2020
Q3 		$703K Sell
2,499
-74
-3% -$19.5K 0.41% 73
2020
Q2 		$603K Buy
2,573
+641
+33% +$127K 0.38% 77
2020
Q1 		$302K Sell
1,932
-647
-25% -$94.8K 0.29% 87
2019
Q4 		$363K Hold
2,579
– – 0.23% 90
2019
Q3 		$394K Buy
2,579
+641
+33% +$103K 0.28% 82
2019
Q2 		$314K Sell
1,938
-641
-25% -$93.4K 0.25% 89
2019
Q1 		$327K Buy
2,579
+835
+48% +$94.2K 0.24% 96
2018
Q4 		$156K Buy
1,744
+689
+65% +$62.9K 0.14% 108
2018
Q3 		$115K Hold
1,055
– – 0.09% 125
2018
Q2 		$81K Hold
1,055
– – 0.07% 141
2018
Q1 		$77K Hold
1,055
– – 0.07% 150
2017
Q4 		$58K Buy
+1,055
New +$62.1K 0.06% 176

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Taylor Hoffman Wealth Management's VEEV Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its Veeva Systems (VEEV) position steady in Q2 2024 at 1,141 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #108.

Taylor Hoffman Wealth Management first reported a position in VEEV in Q4 2017 and has held it in 27 quarters since. The position peaked at $703K in Q3 2020. 921 funds tracked by Wall St. Rank hold VEEV as of Q2 2024.

  • Taylor Hoffman Wealth Management held 1,141 shares of Veeva Systems worth $207K as of Q2 2024.
  • Taylor Hoffman Wealth Management left its Veeva Systems share count unchanged in Q2 2024.
  • Veeva Systems made up 0.08% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #108 holding.
  • Taylor Hoffman Wealth Management first reported a position in Veeva Systems in Q4 2017 and has held it in 27 quarters since.
  • Taylor Hoffman Wealth Management's Veeva Systems position peaked at $703K in Q3 2020.
  • 921 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.