Values First Advisors’s Veeva Systems VEEV Stock Holding History

Values First Advisors’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
2023 Q2	–	Sell	-26	Closed	-$4.71K	–	334
2023 Q1	$4.71K	Buy	+26	New	+$4.43K	﹤0.01%	227
2022 Q2	–	Sell	-6,392	Closed	-$1.36M	–	174
2022 Q1	$1.36M	Buy	6,392 +670	+12%	+$145K	0.86%	39
2021 Q4	$1.46M	Sell	5,722 -1,379	-19%	-$401K	0.87%	36
2021 Q3	$2.05M	Buy	7,101 +152	+2%	+$48.2K	1.33%	23
2021 Q2	$2.16M	Buy	+6,949	New	+$1.94M	1.47%	17

Other funds holding VEEV

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Values First Advisors's VEEV Position: Q2 2023 in Review

Values First Advisors sold out of Veeva Systems (VEEV) in Q2 2023, closing a stake of 26 shares — an estimated $4.71K sold.

Values First Advisors first reported a position in VEEV in Q2 2021 and held it in 5 quarters. The position peaked at $2.16M in Q2 2021. 823 funds tracked by Wall St. Rank hold VEEV as of Q2 2023.

Values First Advisors reported no remaining Veeva Systems position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 26 Veeva Systems shares in Q2 2023, an estimated $4.71K.
Values First Advisors first reported a position in Veeva Systems in Q2 2021 and held it in 5 quarters.
Values First Advisors's Veeva Systems position peaked at $2.16M in Q2 2021.
823 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.