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CSat Investment Advisory’s Veeva Systems VEEV Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-470
Closed -$132K – 948
2020
Q3 		$132K Buy
470
+40
+9% +$10.5K 0.01% 370
2020
Q2 		$101K Sell
430
-33
-7% -$6.54K 0.01% 470
2020
Q1 		$72K Buy
463
+46
+11% +$6.74K 0.02% 424
2019
Q4 		$59K Buy
417
+57
+16% +$8.38K 0.02% 576
2019
Q3 		$55K Buy
360
+54
+18% +$8.66K 0.02% 493
2019
Q2 		$50K Buy
+306
New +$44.6K 0.02% 530

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CSat Investment Advisory's VEEV Position: Q4 2020 in Review

CSat Investment Advisory sold out of Veeva Systems (VEEV) in Q4 2020, closing a stake of 470 shares — an estimated $132K sold.

CSat Investment Advisory first reported a position in VEEV in Q2 2019 and held it in 6 quarters. The position peaked at $132K in Q3 2020. 800 funds tracked by Wall St. Rank hold VEEV as of Q4 2020.

  • CSat Investment Advisory reported no remaining Veeva Systems position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 470 Veeva Systems shares in Q4 2020, an estimated $132K.
  • CSat Investment Advisory first reported a position in Veeva Systems in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Veeva Systems position peaked at $132K in Q3 2020.
  • 800 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.