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Gupta Wealth Management’s Veeva Systems VEEV Stock Holding History

Gupta 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
2016
Q1 		$328K Buy
13,081
+1,938
+17% +$47.5K 0.08% 182
2015
Q4 		$321K Buy
11,143
+3,876
+53% +$103K 0.08% 183
2015
Q3 		$170K Hold
7,267
– – 0.04% 270
2015
Q2 		$204K Hold
7,267
– – 0.05% 252
2015
Q1 		$186K Buy
+7,267
New +$205K 0.05% 227

Other funds holding VEEV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gupta Wealth Management's VEEV Position: Q1 2016 in Review

Gupta Wealth Management increased its Veeva Systems (VEEV) stake by 17% in Q1 2016, buying an estimated $47.5K and bringing the position to 13,081 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #182.

Gupta Wealth Management first reported a position in VEEV in Q1 2015 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold VEEV as of Q1 2016.

  • Gupta Wealth Management held 13,081 shares of Veeva Systems worth $328K as of Q1 2016.
  • Gupta Wealth Management bought 1,938 Veeva Systems shares in Q1 2016, an estimated $47.5K.
  • Veeva Systems made up 0.08% of Gupta Wealth Management's portfolio in Q1 2016, its #182 holding.
  • Gupta Wealth Management first reported a position in Veeva Systems in Q1 2015 and has held it in 5 quarters since.
  • 181 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.