Avantax Planning Partners’s Veeva Systems VEEV Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-4	Closed	–	–	1434
2018 Q1	$0	Buy	+4	New	+$259	﹤0.01%	1871

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

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

BCM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Planning Partners's VEEV Position: Q2 2018 in Review

Avantax Planning Partners sold out of Veeva Systems (VEEV) in Q2 2018, closing a stake of 4 shares.

Avantax Planning Partners first reported a position in VEEV in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 423 funds tracked by Wall St. Rank hold VEEV as of Q2 2018.

Avantax Planning Partners reported no remaining Veeva Systems position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 4 Veeva Systems shares in Q2 2018.
Avantax Planning Partners first reported a position in Veeva Systems in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Veeva Systems position peaked at $0 in Q1 2018.
423 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.