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Wagner Wealth Management (South Carolina)’s Veeva Systems VEEV Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-293
Closed -$48K – 676
2022
Q3 		$48K Buy
+293
New +$58.5K 0.04% 213

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Fidelity Investments
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Wagner Wealth Management (South Carolina)'s VEEV Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Veeva Systems (VEEV) in Q4 2022, closing a stake of 293 shares — an estimated $48K sold.

Wagner Wealth Management (South Carolina) first reported a position in VEEV in Q3 2022 and held it in 1 quarter. The position peaked at $48K in Q3 2022. 770 funds tracked by Wall St. Rank hold VEEV as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Veeva Systems position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 293 Veeva Systems shares in Q4 2022, an estimated $48K.
  • Wagner Wealth Management (South Carolina) first reported a position in Veeva Systems in Q3 2022 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Veeva Systems position peaked at $48K in Q3 2022.
  • 770 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.