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Birchcreek Wealth Management’s Veeva Systems VEEV Stock Holding History

Birchcreek 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
Q1 		– Sell
-234
Closed -$63K – 291
2020
Q4 		$63K Buy
+234
New +$65.6K 0.06% 189

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Birchcreek Wealth Management's VEEV Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Veeva Systems (VEEV) in Q1 2021, closing a stake of 234 shares — an estimated $63K sold.

Birchcreek Wealth Management first reported a position in VEEV in Q4 2020 and held it in 1 quarter. The position peaked at $63K in Q4 2020. 773 funds tracked by Wall St. Rank hold VEEV as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Veeva Systems position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 234 Veeva Systems shares in Q1 2021, an estimated $63K.
  • Birchcreek Wealth Management first reported a position in Veeva Systems in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Veeva Systems position peaked at $63K in Q4 2020.
  • 773 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.