Fieldpoint Private Securities’s Veeva Systems VEEV Stock Holding History

Fieldpoint Private Securities’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
2022 Q2	$30K	Buy	+150	New	+$27.6K	0.01%	566
2021 Q4	–	Sell	-58	Closed	-$17K	–	1740
2021 Q3	$17K	Hold	58	–	–	﹤0.01%	866
2021 Q2	$19K	Hold	58	–	–	﹤0.01%	831
2021 Q1	$15K	Sell	58 -18	-24%	-$5.01K	﹤0.01%	884
2020 Q4	$21K	Buy	+76	New	+$21.3K	﹤0.01%	683
2020 Q2	–	Sell	-2,044	Closed	-$319K	–	291
2020 Q1	$319K	Buy	2,044 +5	+0.2%	+$733	0.12%	173
2019 Q4	$287K	Buy	2,039 +825	+68%	+$121K	0.08%	217
2019 Q3	$185K	Sell	1,214 -52	-4%	-$8.34K	0.07%	220
2019 Q2	$205K	Buy	+1,266	New	+$184K	0.06%	227
2017 Q4	–	Sell	-1,147	Closed	-$65K	–	564
2017 Q3	$65K	Buy	+1,147	New	+$69.6K	0.03%	346

Other funds holding VEEV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fieldpoint Private Securities's VEEV Position: Q2 2022 in Review

Fieldpoint Private Securities opened a new position in Veeva Systems (VEEV) in Q2 2022: 150 shares worth $30K. The stake represents 0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Fieldpoint Private Securities previously reported a position in VEEV as recently as Q3 2021.

Fieldpoint Private Securities first reported a position in VEEV in Q3 2017 and has held it in 10 quarters since. The position peaked at $319K in Q1 2020. 751 funds tracked by Wall St. Rank hold VEEV as of Q2 2022.

Fieldpoint Private Securities held 150 shares of Veeva Systems worth $30K as of Q2 2022.
Veeva Systems was a new Fieldpoint Private Securities position in Q2 2022.
Veeva Systems made up 0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #566 holding.
Fieldpoint Private Securities first reported a position in Veeva Systems in Q3 2017 and has held it in 10 quarters since.
Fieldpoint Private Securities's Veeva Systems position peaked at $319K in Q1 2020.
751 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.