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WR Wealth Planners’s Veeva Systems VEEV Stock Holding History

WR Wealth Planners’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
2024
Q4 		$4.84K Sell
23
-18
-44% -$3.96K ﹤0.01% 710
2024
Q3 		$8.61K Buy
41
+2
+5% +$395 ﹤0.01% 659
2024
Q2 		$7.14K Buy
39
+4
+11% +$794 ﹤0.01% 655
2024
Q1 		$8.11K Buy
+35
New +$7.55K ﹤0.01% 636
2023
Q4 		– Sell
-40
Closed -$8.14K – 831
2023
Q3 		$8.14K Hold
40
– – ﹤0.01% 609
2023
Q2 		$7.91K Buy
+40
New +$7.29K ﹤0.01% 615

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WR Wealth Planners's VEEV Position: Q4 2024 in Review

WR Wealth Planners reduced its Veeva Systems (VEEV) stake by 44% in Q4 2024, selling an estimated $3.96K and leaving 23 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

WR Wealth Planners first reported a position in VEEV in Q2 2023 and has held it in 6 quarters since. The position peaked at $8.61K in Q3 2024. 1,004 funds tracked by Wall St. Rank hold VEEV as of Q4 2024.

  • WR Wealth Planners held 23 shares of Veeva Systems worth $4.84K as of Q4 2024.
  • WR Wealth Planners sold 18 Veeva Systems shares in Q4 2024, an estimated $3.96K.
  • Veeva Systems made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #710 holding.
  • WR Wealth Planners first reported a position in Veeva Systems in Q2 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's Veeva Systems position peaked at $8.61K in Q3 2024.
  • 1,004 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.