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TFO Wealth Partners’s Veeva Systems VEEV Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-2
Closed -$385 – 924
2023
Q4 		$385 Hold
2
– – ﹤0.01% 422
2023
Q3 		$395 Buy
+2
New +$403 ﹤0.01% 532
2022
Q4 		– Sell
-14
Closed -$2K – 942
2022
Q3 		$2K Buy
14
+10
+250% +$2K ﹤0.01% 127
2022
Q2 		$1K Buy
+4
New +$736 ﹤0.01% 477
2021
Q2 		– Sell
-300
Closed -$78K – 187
2021
Q1 		$78K Buy
+300
New +$83.6K 0.02% 57

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TFO Wealth Partners's VEEV Position: Q1 2024 in Review

TFO Wealth Partners sold out of Veeva Systems (VEEV) in Q1 2024, closing a stake of 2 shares — an estimated $385 sold.

TFO Wealth Partners first reported a position in VEEV in Q1 2021 and held it in 5 quarters. The position peaked at $78K in Q1 2021. 917 funds tracked by Wall St. Rank hold VEEV as of Q1 2024.

  • TFO Wealth Partners reported no remaining Veeva Systems position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Veeva Systems shares in Q1 2024, an estimated $385.
  • TFO Wealth Partners first reported a position in Veeva Systems in Q1 2021 and held it in 5 quarters.
  • TFO Wealth Partners's Veeva Systems position peaked at $78K in Q1 2021.
  • 917 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.