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FormulaFolio Investments’s Veeva Systems VEEV Stock Holding History

FormulaFolio Investments’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
Q4 		– Sell
-758
Closed -$213K – 681
2020
Q3 		$213K Buy
+758
New +$200K 0.01% 299

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

FormulaFolio Investments's VEEV Position: Q4 2020 in Review

FormulaFolio Investments sold out of Veeva Systems (VEEV) in Q4 2020, closing a stake of 758 shares — an estimated $213K sold.

FormulaFolio Investments first reported a position in VEEV in Q3 2020 and held it in 1 quarter. The position peaked at $213K in Q3 2020. 799 funds tracked by Wall St. Rank hold VEEV as of Q4 2020.

  • FormulaFolio Investments reported no remaining Veeva Systems position as of Q4 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 758 Veeva Systems shares in Q4 2020, an estimated $213K.
  • FormulaFolio Investments first reported a position in Veeva Systems in Q3 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Veeva Systems position peaked at $213K in Q3 2020.
  • 799 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2020.

Based on FormulaFolio Investments's 13F filing for Q4 2020, filed 2 Mar 2021.