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WealthPlan Investment Management’s Veeva Systems VEEV Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-581
Closed -$113K – 351
2023
Q2 		$113K Buy
581
+17
+3% +$3.1K 0.03% 149
2023
Q1 		$104K Buy
+564
New +$96.2K 0.02% 196

Other funds holding VEEV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthPlan Investment Management's VEEV Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Veeva Systems (VEEV) in Q3 2023, closing a stake of 581 shares — an estimated $113K sold.

WealthPlan Investment Management first reported a position in VEEV in Q1 2023 and held it in 2 quarters. The position peaked at $113K in Q2 2023. 830 funds tracked by Wall St. Rank hold VEEV as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Veeva Systems position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 581 Veeva Systems shares in Q3 2023, an estimated $113K.
  • WealthPlan Investment Management first reported a position in Veeva Systems in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Veeva Systems position peaked at $113K in Q2 2023.
  • 830 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.