IWP
VEEV icon

Icon Wealth Partners’s Veeva Systems VEEV Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-1,000
Closed -$127K – 741
2019
Q1 		$127K Buy
+1,000
New +$113K 0.05% 198
2018
Q4 		– Sell
-1,186
Closed -$129K – 254
2018
Q3 		$129K Buy
1,186
+61
+5% +$5.53K 0.05% 225
2018
Q2 		$86K Buy
+1,125
New +$85.5K 0.04% 268
2018
Q1 		– Sell
-1,052
Closed -$58K – 708
2017
Q4 		$58K Buy
+1,052
New +$61.9K 0.03% 385

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Icon Wealth Partners's VEEV Position: Q2 2019 in Review

Icon Wealth Partners sold out of Veeva Systems (VEEV) in Q2 2019, closing a stake of 1,000 shares — an estimated $127K sold.

Icon Wealth Partners first reported a position in VEEV in Q4 2017 and held it in 4 quarters. The position peaked at $129K in Q3 2018. 620 funds tracked by Wall St. Rank hold VEEV as of Q2 2019.

  • Icon Wealth Partners reported no remaining Veeva Systems position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,000 Veeva Systems shares in Q2 2019, an estimated $127K.
  • Icon Wealth Partners first reported a position in Veeva Systems in Q4 2017 and held it in 4 quarters.
  • Icon Wealth Partners's Veeva Systems position peaked at $129K in Q3 2018.
  • 620 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.