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Twelve Points Wealth Management’s Veeva Systems VEEV Stock Holding History

Twelve Points 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
2022
Q3 		– Sell
-2,101
Closed -$416K – 168
2022
Q2 		$416K Sell
2,101
-9
-0.4% -$1.66K 0.32% 110
2022
Q1 		$448K Sell
2,110
-364
-15% -$79K 0.33% 105
2021
Q4 		$632K Buy
+2,474
New +$719K 0.51% 68

Other funds holding VEEV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Twelve Points Wealth Management's VEEV Position: Q3 2022 in Review

Twelve Points Wealth Management sold out of Veeva Systems (VEEV) in Q3 2022, closing a stake of 2,101 shares — an estimated $416K sold.

Twelve Points Wealth Management first reported a position in VEEV in Q4 2021 and held it in 3 quarters. The position peaked at $632K in Q4 2021. 736 funds tracked by Wall St. Rank hold VEEV as of Q3 2022.

  • Twelve Points Wealth Management reported no remaining Veeva Systems position as of Q3 2022 after selling out during the quarter.
  • Twelve Points Wealth Management sold 2,101 Veeva Systems shares in Q3 2022, an estimated $416K.
  • Twelve Points Wealth Management first reported a position in Veeva Systems in Q4 2021 and held it in 3 quarters.
  • Twelve Points Wealth Management's Veeva Systems position peaked at $632K in Q4 2021.
  • 736 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2022.

Based on Twelve Points Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.