Amplius Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Amplius 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	-122	Closed	-$31K	–	875
2021 Q4	$31K	Buy	+122	New	+$35.5K	﹤0.01%	402

Other funds holding VEEV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Amplius Wealth Advisors's VEEV Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Veeva Systems (VEEV) in Q1 2022, closing a stake of 122 shares — an estimated $31K sold.

Amplius Wealth Advisors first reported a position in VEEV in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 748 funds tracked by Wall St. Rank hold VEEV as of Q1 2022.

Amplius Wealth Advisors reported no remaining Veeva Systems position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 122 Veeva Systems shares in Q1 2022, an estimated $31K.
Amplius Wealth Advisors first reported a position in Veeva Systems in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Veeva Systems position peaked at $31K in Q4 2021.
748 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.