1WA
VEEV icon

180 Wealth Advisors’s Veeva Systems VEEV Stock Holding History

180 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
2022
Q1 		– Sell
-1,085
Closed -$241K – 400
2021
Q4 		$241K Sell
1,085
-54
-5% -$15.7K 0.05% 311
2021
Q3 		$352K Buy
1,139
+47
+4% +$14.9K 0.08% 252
2021
Q2 		$349K Sell
1,092
-14
-1% -$3.9K 0.08% 241
2021
Q1 		$288K Buy
1,106
+64
+6% +$17.8K 0.07% 260
2020
Q4 		$290K Buy
1,042
+283
+37% +$79.3K 0.08% 229
2020
Q3 		$230K Sell
759
-232
-23% -$61.1K 0.09% 229
2020
Q2 		$248K Buy
+991
New +$197K 0.1% 206

Other funds holding VEEV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return