CWM
VEEV icon

Cornerstone Wealth Management’s Veeva Systems VEEV Stock Holding History

Cornerstone 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
2018
Q3 		– Sell
-70,780
Closed -$905K – 1557
2018
Q2 		$905K Buy
+70,780
New +$5.38M 0.01% 807

Other funds holding VEEV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Wealth Management's VEEV Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Veeva Systems (VEEV) in Q3 2018, closing a stake of 70,780 shares — an estimated $905K sold.

Cornerstone Wealth Management first reported a position in VEEV in Q2 2018 and held it in 1 quarter. The position peaked at $905K in Q2 2018. 459 funds tracked by Wall St. Rank hold VEEV as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Veeva Systems position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 70,780 Veeva Systems shares in Q3 2018, an estimated $905K.
  • Cornerstone Wealth Management first reported a position in Veeva Systems in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Veeva Systems position peaked at $905K in Q2 2018.
  • 459 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.