EWP
VEEV icon

Engrave Wealth Partners’s Veeva Systems VEEV Stock Holding History

Engrave Wealth Partners’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 		– Sell
-40
Closed -$9K – 407
2020
Q2 		$9K Buy
40
+25
+167% +$4.96K 0.01% 260
2020
Q1 		$2K Buy
+15
New +$2.2K ﹤0.01% 368

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Engrave Wealth Partners's VEEV Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Veeva Systems (VEEV) in Q3 2020, closing a stake of 40 shares — an estimated $9K sold.

Engrave Wealth Partners first reported a position in VEEV in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 748 funds tracked by Wall St. Rank hold VEEV as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Veeva Systems position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 40 Veeva Systems shares in Q3 2020, an estimated $9K.
  • Engrave Wealth Partners first reported a position in Veeva Systems in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's Veeva Systems position peaked at $9K in Q2 2020.
  • 748 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.