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Avalon Investment & Advisory’s Veeva Systems VEEV Stock Holding History

Avalon Investment & Advisory’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
Q3 		– Sell
-3,653
Closed -$1.14M – 368
2021
Q2 		$1.14M Sell
3,653
-2
-0.1% -$558 0.03% 231
2021
Q1 		$955K Buy
3,655
+382
+12% +$106K 0.02% 242
2020
Q4 		$891K Buy
3,273
+1,812
+124% +$508K 0.02% 260
2020
Q3 		$411K Buy
+1,461
New +$385K 0.01% 279
2019
Q2 		– Sell
-2,304
Closed -$292K – 351
2019
Q1 		$292K Buy
+2,304
New +$260K 0.01% 298

Other funds holding VEEV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Avalon Investment & Advisory's VEEV Position: Q3 2021 in Review

Avalon Investment & Advisory sold out of Veeva Systems (VEEV) in Q3 2021, closing a stake of 3,653 shares — an estimated $1.14M sold.

Avalon Investment & Advisory first reported a position in VEEV in Q1 2019 and held it in 5 quarters. The position peaked at $1.14M in Q2 2021. 822 funds tracked by Wall St. Rank hold VEEV as of Q3 2021.

  • Avalon Investment & Advisory reported no remaining Veeva Systems position as of Q3 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 3,653 Veeva Systems shares in Q3 2021, an estimated $1.14M.
  • Avalon Investment & Advisory first reported a position in Veeva Systems in Q1 2019 and held it in 5 quarters.
  • Avalon Investment & Advisory's Veeva Systems position peaked at $1.14M in Q2 2021.
  • 822 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2021.

Based on Avalon Investment & Advisory's 13F filing for Q3 2021, filed 8 Nov 2021.