AWM
VEEV icon

Affinity Wealth Management’s Veeva Systems VEEV Stock Holding History

Affinity Wealth 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
2020
Q4 		– Sell
-4,669
Closed -$1.34M – 96
2020
Q3 		$1.34M Buy
4,669
+697
+18% +$184K 0.36% 47
2020
Q2 		$1.05M Buy
+3,972
New +$788K 1.33% 29
2019
Q4 		– Sell
-9,783
Closed -$1.49M – 109
2019
Q3 		$1.49M Sell
9,783
-361
-4% -$57.9K 0.6% 29
2019
Q2 		$1.64M Sell
10,144
-21
-0.2% -$3.06K 0.64% 24
2019
Q1 		$1.29M Buy
10,165
+5,759
+131% +$650K 0.51% 28
2018
Q4 		$394K Buy
+4,406
New +$403K 0.24% 65

Other funds holding VEEV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Affinity Wealth Management's VEEV Position: Q4 2020 in Review

Affinity Wealth Management sold out of Veeva Systems (VEEV) in Q4 2020, closing a stake of 4,669 shares — an estimated $1.34M sold.

Affinity Wealth Management first reported a position in VEEV in Q4 2018 and held it in 6 quarters. The position peaked at $1.64M in Q2 2019. 799 funds tracked by Wall St. Rank hold VEEV as of Q4 2020.

  • Affinity Wealth Management reported no remaining Veeva Systems position as of Q4 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 4,669 Veeva Systems shares in Q4 2020, an estimated $1.34M.
  • Affinity Wealth Management first reported a position in Veeva Systems in Q4 2018 and held it in 6 quarters.
  • Affinity Wealth Management's Veeva Systems position peaked at $1.64M in Q2 2019.
  • 799 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2020.

Based on Affinity Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.