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Filbrandt Wealth Management’s Veeva Systems VEEV Stock Holding History

Filbrandt 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
2021
Q3 		$1K Buy
+3
New +$952 ﹤0.01% 232
2020
Q3 		– Sell
-27
Closed -$6K – 342
2020
Q2 		$6K Buy
+27
New +$5.35K ﹤0.01% 258

Other funds holding VEEV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Filbrandt Wealth Management's VEEV Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Veeva Systems (VEEV) in Q3 2021: 3 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #232 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in VEEV as recently as Q2 2020.

Filbrandt Wealth Management first reported a position in VEEV in Q2 2020 and has held it in 2 quarters since. The position peaked at $6K in Q2 2020. 822 funds tracked by Wall St. Rank hold VEEV as of Q3 2021.

  • Filbrandt Wealth Management held 3 shares of Veeva Systems worth $1K as of Q3 2021.
  • Veeva Systems was a new Filbrandt Wealth Management position in Q3 2021.
  • Veeva Systems made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #232 holding.
  • Filbrandt Wealth Management first reported a position in Veeva Systems in Q2 2020 and has held it in 2 quarters since.
  • Filbrandt Wealth Management's Veeva Systems position peaked at $6K in Q2 2020.
  • 822 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.