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Castle Rock Wealth Management’s Veeva Systems VEEV Stock Holding History

Castle Rock 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
Q4 		– Sell
-658
Closed -$211K – 275
2021
Q3 		$211K Sell
658
-8
-1% -$2.54K 0.07% 245
2021
Q2 		$213K Sell
666
-912
-58% -$254K 0.08% 237
2021
Q1 		$440K Buy
1,578
+91
+6% +$25.4K 0.18% 167
2020
Q4 		$429K Buy
1,487
+302
+25% +$84.6K 0.18% 165
2020
Q3 		$349K Buy
1,185
+67
+6% +$17.7K 0.23% 127
2020
Q2 		$300K Buy
+1,118
New +$222K 0.18% 156
2018
Q1 		– Sell
-5,425
Closed -$300K – 116
2017
Q4 		$300K Buy
+5,425
New +$319K 0.58% 67

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Castle Rock Wealth Management's VEEV Position: Q4 2021 in Review

Castle Rock Wealth Management sold out of Veeva Systems (VEEV) in Q4 2021, closing a stake of 658 shares — an estimated $211K sold.

Castle Rock Wealth Management first reported a position in VEEV in Q4 2017 and held it in 7 quarters. The position peaked at $440K in Q1 2021. 838 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

  • Castle Rock Wealth Management reported no remaining Veeva Systems position as of Q4 2021 after selling out during the quarter.
  • Castle Rock Wealth Management sold 658 Veeva Systems shares in Q4 2021, an estimated $211K.
  • Castle Rock Wealth Management first reported a position in Veeva Systems in Q4 2017 and held it in 7 quarters.
  • Castle Rock Wealth Management's Veeva Systems position peaked at $440K in Q1 2021.
  • 838 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on Castle Rock Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.