Tradition Wealth Management’s Veeva Systems VEEV Stock Holding History

Tradition 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 Q1	–	Sell	-76	Closed	-$15K	–	1156
2023 Q4	$15K	Hold	76	–	–	﹤0.01%	914
2023 Q3	$15K	Hold	76	–	–	﹤0.01%	927
2023 Q2	$15K	Hold	76	–	–	﹤0.01%	951
2023 Q1	$14K	Buy	76 +1	+1%	+$171	﹤0.01%	916
2022 Q4	$12K	Hold	75	–	–	﹤0.01%	870
2022 Q3	$12K	Buy	+75	New	+$15K	﹤0.01%	894
2022 Q2	–	Sell	-124	Closed	-$26K	–	1155
2022 Q1	$26K	Hold	124	–	–	﹤0.01%	658
2021 Q4	$32K	Hold	124	–	–	﹤0.01%	638
2021 Q3	$36K	Hold	124	–	–	0.01%	599
2021 Q2	$39K	Hold	124	–	–	0.01%	597
2021 Q1	$32K	Hold	124	–	–	0.01%	538
2020 Q4	$34K	Buy	+124	New	+$34.7K	0.01%	485

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tradition Wealth Management's VEEV Position: Q1 2024 in Review

Tradition Wealth Management sold out of Veeva Systems (VEEV) in Q1 2024, closing a stake of 76 shares — an estimated $15K sold.

Tradition Wealth Management first reported a position in VEEV in Q4 2020 and held it in 12 quarters. The position peaked at $39K in Q2 2021. 917 funds tracked by Wall St. Rank hold VEEV as of Q1 2024.

Tradition Wealth Management reported no remaining Veeva Systems position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 76 Veeva Systems shares in Q1 2024, an estimated $15K.
Tradition Wealth Management first reported a position in Veeva Systems in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Veeva Systems position peaked at $39K in Q2 2021.
917 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.