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Capital Planning Advisors’s Veeva Systems VEEV Stock Holding History

Capital Planning 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
Q2 		– Sell
-3,936
Closed -$836K – 167
2022
Q1 		$836K Sell
3,936
-153
-4% -$33.2K 0.18% 86
2021
Q4 		$1.04M Sell
4,089
-723
-15% -$210K 0.2% 85
2021
Q3 		$1.39M Sell
4,812
-834
-15% -$265K 0.29% 75
2021
Q2 		$1.76M Sell
5,646
-3,004
-35% -$837K 0.36% 72
2021
Q1 		$2.26M Sell
8,650
-1,543
-15% -$430K 0.51% 53
2020
Q4 		$2.77M Sell
10,193
-1,020
-9% -$286K 0.68% 38
2020
Q3 		$3.15M Buy
11,213
+950
+9% +$250K 0.86% 33
2020
Q2 		$2.41M Sell
10,263
-389
-4% -$77.1K 0.72% 39
2020
Q1 		$1.67M Buy
10,652
+286
+3% +$41.9K 0.62% 52
2019
Q4 		$1.46M Buy
10,366
+1,493
+17% +$219K 0.38% 59
2019
Q3 		$1.35M Sell
8,873
-872
-9% -$140K 0.39% 57
2019
Q2 		$1.58M Sell
9,745
-501
-5% -$73K 0.46% 51
2019
Q1 		$1.3M Buy
10,246
+114
+1% +$12.9K 0.4% 57
2018
Q4 		$905K Sell
10,132
-48
-0.5% -$4.38K 0.33% 67
2018
Q3 		$1.11M Buy
10,180
+1,642
+19% +$149K 0.35% 72
2018
Q2 		$656K Buy
+8,538
New +$649K 0.3% 71

Other funds holding VEEV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Planning Advisors's VEEV Position: Q2 2022 in Review

Capital Planning Advisors sold out of Veeva Systems (VEEV) in Q2 2022, closing a stake of 3,936 shares — an estimated $836K sold.

Capital Planning Advisors first reported a position in VEEV in Q2 2018 and held it in 16 quarters. The position peaked at $3.15M in Q3 2020. 752 funds tracked by Wall St. Rank hold VEEV as of Q2 2022.

  • Capital Planning Advisors reported no remaining Veeva Systems position as of Q2 2022 after selling out during the quarter.
  • Capital Planning Advisors sold 3,936 Veeva Systems shares in Q2 2022, an estimated $836K.
  • Capital Planning Advisors first reported a position in Veeva Systems in Q2 2018 and held it in 16 quarters.
  • Capital Planning Advisors's Veeva Systems position peaked at $3.15M in Q3 2020.
  • 752 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2022.

Based on Capital Planning Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.