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CLA (CliftonLarsonAllen) Wealth Advisors’s Veeva Systems VEEV Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q4 		– Sell
-1,684
Closed -$485K – 292
2021
Q3 		$485K Hold
1,684
– – 0.02% 230
2021
Q2 		$524K Buy
+1,684
New +$469K 0.02% 223

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

CLA (CliftonLarsonAllen) Wealth Advisors's VEEV Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Veeva Systems (VEEV) in Q4 2021, closing a stake of 1,684 shares — an estimated $485K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VEEV in Q2 2021 and held it in 2 quarters. The position peaked at $524K in Q2 2021. 838 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Veeva Systems position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,684 Veeva Systems shares in Q4 2021, an estimated $485K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Veeva Systems in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Veeva Systems position peaked at $524K in Q2 2021.
  • 838 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.