First Allied Advisory Services’s Veeva Systems VEEV Stock Holding History

First Allied Advisory Services’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	$2.24M	Buy	7,963 +1,637	+26%	+$431K	0.08%	273
2020 Q2	$1.48M	Buy	6,326 +1,237	+24%	+$245K	0.05%	340
2020 Q1	$796K	Sell	5,089 -258	-5%	-$37.8K	0.03%	453
2019 Q4	$748K	Buy	5,347 +2,980	+126%	+$438K	0.03%	579
2019 Q3	$366K	Buy	+2,367	New	+$380K	0.01%	804

Other funds holding VEEV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Allied Advisory Services's VEEV Position: Q3 2020 in Review

First Allied Advisory Services increased its Veeva Systems (VEEV) stake by 26% in Q3 2020, buying an estimated $431K and bringing the position to 7,963 shares worth $2.24M. The position accounts for 0.08% of the portfolio, ranked #273.

First Allied Advisory Services first reported a position in VEEV in Q3 2019 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold VEEV as of Q3 2020.

First Allied Advisory Services held 7,963 shares of Veeva Systems worth $2.24M as of Q3 2020.
First Allied Advisory Services bought 1,637 Veeva Systems shares in Q3 2020, an estimated $431K.
Veeva Systems made up 0.08% of First Allied Advisory Services's portfolio in Q3 2020, its #273 holding.
First Allied Advisory Services first reported a position in Veeva Systems in Q3 2019 and has held it in 5 quarters since.
748 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.