Carroll Financial Associates’s Veeva Systems VEEV Stock Holding History

Carroll Financial Associates’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 Q4	$27K	Sell	105 -3	-3%	-$872	﹤0.01%	893
2021 Q3	$31K	Buy	108 +1	+0.9%	+$317	﹤0.01%	875
2021 Q2	$33K	Buy	107 +7	+7%	+$1.95K	﹤0.01%	940
2021 Q1	$26K	Sell	100 -25	-20%	-$6.96K	﹤0.01%	948
2020 Q4	$34K	Buy	125 +25	+25%	+$7K	﹤0.01%	791
2020 Q3	$28K	Sell	100 -56	-36%	-$14.8K	﹤0.01%	789
2020 Q2	$36K	Sell	156 -93	-37%	-$18.4K	﹤0.01%	722
2020 Q1	$38K	Hold	249	–	–	﹤0.01%	640
2019 Q4	$35K	Hold	249	–	–	﹤0.01%	747
2019 Q3	$38K	Hold	249	–	–	﹤0.01%	679
2019 Q2	$40K	Sell	249 -51	-17%	-$7.43K	﹤0.01%	660
2019 Q1	$38K	Hold	300	–	–	﹤0.01%	615
2018 Q4	$28K	Hold	300	–	–	﹤0.01%	599
2018 Q3	$32K	Buy	300 +100	+50%	+$9.07K	﹤0.01%	599
2018 Q2	$15K	Hold	200	–	–	﹤0.01%	772
2018 Q1	$14K	Hold	200	–	–	﹤0.01%	765
2017 Q4	$11K	Sell	200 -5	-2%	-$294	﹤0.01%	812
2017 Q3	$11K	Hold	205	–	–	﹤0.01%	800
2017 Q2	$12K	Sell	205 -20	-9%	-$1.16K	﹤0.01%	803
2017 Q1	$11K	Hold	225	–	–	﹤0.01%	811
2016 Q4	$9K	Hold	225	–	–	﹤0.01%	824
2016 Q3	$9K	Hold	225	–	–	﹤0.01%	846
2016 Q2	$7K	Hold	225	–	–	﹤0.01%	877
2016 Q1	$5K	Hold	225	–	–	﹤0.01%	910
2015 Q4	$6K	Buy	+225	New	+$6K	﹤0.01%	838

Other funds holding VEEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Carroll Financial Associates's VEEV Position: Q4 2021 in Review

Carroll Financial Associates reduced its Veeva Systems (VEEV) stake by 2.8% in Q4 2021, selling an estimated $872 and leaving 105 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Carroll Financial Associates first reported a position in VEEV in Q4 2015 and has held it in 25 quarters since. The position peaked at $40K in Q2 2019. 839 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

Carroll Financial Associates held 105 shares of Veeva Systems worth $27K as of Q4 2021.
Carroll Financial Associates sold 3 Veeva Systems shares in Q4 2021, an estimated $872.
Veeva Systems made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #893 holding.
Carroll Financial Associates first reported a position in Veeva Systems in Q4 2015 and has held it in 25 quarters since.
Carroll Financial Associates's Veeva Systems position peaked at $40K in Q2 2019.
839 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.