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IAM Advisory’s Veeva Systems VEEV Stock Holding History

IAM Advisory’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
Q1 		– Sell
-3,447
Closed -$827K – 86
2021
Q4 		$827K Buy
3,447
+39
+1% +$11.3K 0.33% 48
2021
Q3 		$969K Buy
+3,408
New +$1.08M 0.41% 41
2021
Q2 		– Sell
-3,463
Closed -$963K – 100
2021
Q1 		$963K Buy
3,463
+112
+3% +$31.2K 0.42% 34
2020
Q4 		$959K Buy
+3,351
New +$939K 0.48% 33

Other funds holding VEEV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

IAM Advisory's VEEV Position: Q1 2022 in Review

IAM Advisory sold out of Veeva Systems (VEEV) in Q1 2022, closing a stake of 3,447 shares — an estimated $827K sold.

IAM Advisory first reported a position in VEEV in Q4 2020 and held it in 4 quarters. The position peaked at $969K in Q3 2021. 749 funds tracked by Wall St. Rank hold VEEV as of Q1 2022.

  • IAM Advisory reported no remaining Veeva Systems position as of Q1 2022 after selling out during the quarter.
  • IAM Advisory sold 3,447 Veeva Systems shares in Q1 2022, an estimated $827K.
  • IAM Advisory first reported a position in Veeva Systems in Q4 2020 and held it in 4 quarters.
  • IAM Advisory's Veeva Systems position peaked at $969K in Q3 2021.
  • 749 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2022.

Based on IAM Advisory's 13F filing for Q1 2022, filed 14 Apr 2022.