BWA
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BDO Wealth Advisors’s Veeva Systems VEEV Stock Holding History

BDO 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
Q3 		– Sell
-10
Closed -$2K – 1141
2022
Q2 		$2K Hold
10
– – ﹤0.01% 922
2022
Q1 		$2K Hold
10
– – ﹤0.01% 946
2021
Q4 		$3K Sell
10
-5
-33% -$1.45K ﹤0.01% 918
2021
Q3 		$4K Hold
15
– – ﹤0.01% 888
2021
Q2 		$5K Sell
15
-20
-57% -$5.58K ﹤0.01% 870
2021
Q1 		$9K Buy
35
+25
+250% +$6.96K ﹤0.01% 761
2020
Q4 		$3K Hold
10
– – ﹤0.01% 735
2020
Q3 		$3K Buy
+10
New +$2.63K ﹤0.01% 653
2019
Q2 		– Sell
-650
Closed -$82K – 699
2019
Q1 		$82K Buy
+650
New +$73.3K 0.02% 239

Other funds holding VEEV

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Artisan Partners
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BlackRock
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return