Cornerstone Advisors (Washington)’s Veeva Systems VEEV Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$131K	Sell	465 -250	-35%	-$65.9K	0.01%	144
2020 Q2	$168K	Buy	715 +150	+27%	+$29.7K	0.02%	114
2020 Q1	$88K	Buy	565 +199	+54%	+$29.2K	0.01%	148
2019 Q4	$51K	Sell	366 -147	-29%	-$21.6K	0.01%	232
2019 Q3	$78K	Buy	513 +13	+3%	+$2.08K	0.01%	168
2019 Q2	$81K	Buy	500 +75	+18%	+$10.9K	0.01%	290
2019 Q1	$54K	Buy	425 +33	+8%	+$3.72K	0.01%	336
2018 Q4	$35K	Sell	392 -242	-38%	-$22.1K	0.01%	385
2018 Q3	$69K	Hold	634	–	–	0.04%	263
2018 Q2	$49K	Hold	634	–	–	0.03%	303
2018 Q1	$46K	Buy	634 +95	+18%	+$6.14K	0.03%	307
2017 Q4	$30K	Hold	539	–	–	0.02%	397
2017 Q3	$30K	Buy	539 +89	+20%	+$5.4K	0.02%	394
2017 Q2	$28K	Hold	450	–	–	0.02%	419
2017 Q1	$23K	Hold	450	–	–	0.01%	466
2016 Q4	$18K	Hold	450	–	–	0.02%	523
2016 Q3	$19K	Hold	450	–	–	0.02%	522
2016 Q2	$15K	Hold	450	–	–	0.02%	345
2016 Q1	$11K	Hold	450	–	–	0.01%	406
2015 Q4	$13K	Buy	+450	New	+$12K	0.01%	398

Other funds holding VEEV

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Advisors (Washington)'s VEEV Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Veeva Systems (VEEV) stake by 35% in Q3 2020, selling an estimated $65.9K and leaving 465 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #144.

Cornerstone Advisors (Washington) first reported a position in VEEV in Q4 2015 and has held it in 20 quarters since. The position peaked at $168K in Q2 2020. 749 funds tracked by Wall St. Rank hold VEEV as of Q3 2020.

Cornerstone Advisors (Washington) held 465 shares of Veeva Systems worth $131K as of Q3 2020.
Cornerstone Advisors (Washington) sold 250 Veeva Systems shares in Q3 2020, an estimated $65.9K.
Veeva Systems made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #144 holding.
Cornerstone Advisors (Washington) first reported a position in Veeva Systems in Q4 2015 and has held it in 20 quarters since.
Cornerstone Advisors (Washington)'s Veeva Systems position peaked at $168K in Q2 2020.
749 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.