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BKS Advisors’s Veeva Systems VEEV Stock Holding History

BKS 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
2019
Q1 		$2.62M Sell
20,615
-2,420
-11% -$273K 1.05% 29
2018
Q4 		$2.06M Sell
23,035
-1,000
-4% -$91.4K 0.93% 34
2018
Q3 		$2.62M Sell
24,035
-2,250
-9% -$204K 0.96% 29
2018
Q2 		$2.02M Sell
26,285
-6,900
-21% -$525K 0.71% 43
2018
Q1 		$2.42M Sell
33,185
-5,750
-15% -$372K 0.88% 36
2017
Q4 		$2.15M Sell
38,935
-4,065
-9% -$239K 0.78% 43
2017
Q3 		$2.43M Sell
43,000
-13,400
-24% -$813K 0.94% 35
2017
Q2 		$3.46M Buy
56,400
+50,200
+810% +$2.9M 1.41% 18
2017
Q1 		$318K Buy
+6,200
New +$278K 0.14% 140

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BKS Advisors's VEEV Position: Q1 2019 in Review

BKS Advisors reduced its Veeva Systems (VEEV) stake by 11% in Q1 2019, selling an estimated $273K and leaving 20,615 shares worth $2.62M. The position accounts for 1.05% of the portfolio, ranked #29.

BKS Advisors first reported a position in VEEV in Q1 2017 and has held it in 9 quarters since. The position peaked at $3.46M in Q2 2017. 547 funds tracked by Wall St. Rank hold VEEV as of Q1 2019.

  • BKS Advisors held 20,615 shares of Veeva Systems worth $2.62M as of Q1 2019.
  • BKS Advisors sold 2,420 Veeva Systems shares in Q1 2019, an estimated $273K.
  • Veeva Systems made up 1.05% of BKS Advisors's portfolio in Q1 2019, its #29 holding.
  • BKS Advisors first reported a position in Veeva Systems in Q1 2017 and has held it in 9 quarters since.
  • BKS Advisors's Veeva Systems position peaked at $3.46M in Q2 2017.
  • 547 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.