CRWM
VEEV icon

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 $865B AUM 30.76% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return