EWM
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Elmwood Wealth Management’s Veeva Systems VEEV Stock Holding History

Elmwood 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
2020
Q2 		– Sell
-125
Closed -$9.13K – 346
2020
Q1 		$9.13K Buy
+125
New +$18.3K 0.01% 196
2019
Q4 		– Sell
-125
Closed -$19K – 239
2019
Q3 		$19K Hold
125
– – 0.02% 149
2019
Q2 		$20K Hold
125
– – 0.02% 161
2019
Q1 		$16K Hold
125
– – 0.01% 167
2018
Q4 		$11K Hold
125
– – 0.01% 186
2018
Q3 		$13.6K Hold
125
– – 0.01% 189
2018
Q2 		$9.61K Hold
125
– – 0.01% 199
2018
Q1 		$9.13K Buy
+125
New +$8.08K 0.01% 196

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Elmwood Wealth Management's VEEV Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Veeva Systems (VEEV) in Q2 2020, closing a stake of 125 shares — an estimated $9.13K sold.

Elmwood Wealth Management first reported a position in VEEV in Q1 2018 and held it in 8 quarters. The position peaked at $20K in Q2 2019. 686 funds tracked by Wall St. Rank hold VEEV as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Veeva Systems position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 125 Veeva Systems shares in Q2 2020, an estimated $9.13K.
  • Elmwood Wealth Management first reported a position in Veeva Systems in Q1 2018 and held it in 8 quarters.
  • Elmwood Wealth Management's Veeva Systems position peaked at $20K in Q2 2019.
  • 686 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.