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Atlas Private Wealth Management’s Veeva Systems VEEV Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-622
Closed -$162K – 360
2021
Q1 		$162K Sell
622
-93
-13% -$25.9K 0.1% 126
2020
Q4 		$195K Hold
715
– – 0.14% 115
2020
Q3 		$201K Hold
715
– – 0.16% 107
2020
Q2 		$168K Sell
715
-100
-12% -$19.8K 0.14% 116
2020
Q1 		$127K Sell
815
-45
-5% -$6.6K 0.12% 132
2019
Q4 		$121K Buy
+860
New +$126K 0.09% 152

Other funds holding VEEV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Private Wealth Management's VEEV Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Veeva Systems (VEEV) in Q2 2021, closing a stake of 622 shares — an estimated $162K sold.

Atlas Private Wealth Management first reported a position in VEEV in Q4 2019 and held it in 6 quarters. The position peaked at $201K in Q3 2020. 823 funds tracked by Wall St. Rank hold VEEV as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Veeva Systems position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 622 Veeva Systems shares in Q2 2021, an estimated $162K.
  • Atlas Private Wealth Management first reported a position in Veeva Systems in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Veeva Systems position peaked at $201K in Q3 2020.
  • 823 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.