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CFM Wealth Partners’s Veeva Systems VEEV Stock Holding History

CFM Wealth Partners’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
-1,102
Closed -$317K – 190
2021
Q3 		$317K Hold
1,102
– – 0.08% 141
2021
Q2 		$343K Buy
1,102
+1
+0.1% +$279 0.09% 125
2021
Q1 		$288K Sell
1,101
-87
-7% -$24.2K 0.09% 131
2020
Q4 		$323K Sell
1,188
-24
-2% -$6.72K 0.1% 112
2020
Q3 		$340K Hold
1,212
– – 0.12% 102
2020
Q2 		$284K Sell
1,212
-81
-6% -$16.1K 0.11% 114
2020
Q1 		$202K Hold
1,293
– – 0.09% 126
2019
Q4 		$190K Buy
+1,293
New +$190K 0.07% 149

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 $3.37T AUM 44.26% 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

CFM Wealth Partners's VEEV Position: Q4 2021 in Review

CFM Wealth Partners sold out of Veeva Systems (VEEV) in Q4 2021, closing a stake of 1,102 shares — an estimated $317K sold.

CFM Wealth Partners first reported a position in VEEV in Q4 2019 and held it in 8 quarters. The position peaked at $343K in Q2 2021. 838 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

  • CFM Wealth Partners reported no remaining Veeva Systems position as of Q4 2021 after selling out during the quarter.
  • CFM Wealth Partners sold 1,102 Veeva Systems shares in Q4 2021, an estimated $317K.
  • CFM Wealth Partners first reported a position in Veeva Systems in Q4 2019 and held it in 8 quarters.
  • CFM Wealth Partners's Veeva Systems position peaked at $343K in Q2 2021.
  • 838 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on CFM Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.