Arete Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Arete 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
2020 Q3	–	Sell	-3,384	Closed	-$793K	–	414
2020 Q2	$793K	Sell	3,384 -2,712	-44%	-$538K	0.14%	172
2020 Q1	$953K	Sell	6,096 -568	-9%	-$83.3K	0.19%	123
2019 Q4	$937K	Sell	6,664 -135	-2%	-$19.8K	0.16%	143
2019 Q3	$1.04M	Sell	6,799 -55	-0.8%	-$8.82K	0.2%	126
2019 Q2	$1.11M	Sell	6,854 -2,057	-23%	-$300K	0.22%	118
2019 Q1	$1.13M	Sell	8,911 -1,143	-11%	-$129K	0.24%	109
2018 Q4	$898K	Sell	10,054 -585	-5%	-$53.4K	0.22%	115
2018 Q3	$1.16M	Sell	10,639 -5,506	-34%	-$499K	0.26%	89
2018 Q2	$1.24M	Buy	16,145 +87	+0.5%	+$6.62K	0.3%	82
2018 Q1	$1.17M	Hold	16,058	–	–	0.39%	57
2017 Q4	$888K	Buy	+16,058	New	+$946K	0.29%	97

Other funds holding VEEV

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arete Wealth Advisors's VEEV Position: Q3 2020 in Review

Arete Wealth Advisors sold out of Veeva Systems (VEEV) in Q3 2020, closing a stake of 3,384 shares — an estimated $793K sold.

Arete Wealth Advisors first reported a position in VEEV in Q4 2017 and held it in 11 quarters. The position peaked at $1.24M in Q2 2018. 748 funds tracked by Wall St. Rank hold VEEV as of Q3 2020.

Arete Wealth Advisors reported no remaining Veeva Systems position as of Q3 2020 after selling out during the quarter.
Arete Wealth Advisors sold 3,384 Veeva Systems shares in Q3 2020, an estimated $793K.
Arete Wealth Advisors first reported a position in Veeva Systems in Q4 2017 and held it in 11 quarters.
Arete Wealth Advisors's Veeva Systems position peaked at $1.24M in Q2 2018.
748 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2020.

Based on Arete Wealth Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.