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Wingate Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-282
Closed -$59.3K – 432
2024
Q4 		$59.3K Buy
+282
New +$62K 0.06% 195

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wingate Wealth Advisors's VEEV Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Veeva Systems (VEEV) in Q1 2025, closing a stake of 282 shares — an estimated $59.3K sold.

Wingate Wealth Advisors first reported a position in VEEV in Q4 2024 and held it in 1 quarter. The position peaked at $59.3K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold VEEV as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Veeva Systems position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 282 Veeva Systems shares in Q1 2025, an estimated $59.3K.
  • Wingate Wealth Advisors first reported a position in Veeva Systems in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Veeva Systems position peaked at $59.3K in Q4 2024.
  • 1,025 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.