Lake Street Private Wealth’s Veeva Systems VEEV Stock Holding History

Lake Street Private Wealth’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
2021 Q4	–	Sell	-700	Closed	-$202K	–	342
2021 Q3	$202K	Sell	700 -50	-7%	-$15.9K	0.05%	222
2021 Q2	$235K	Buy	+750	New	+$209K	0.06%	190
2019 Q4	–	Sell	-1,530	Closed	-$234K	–	167
2019 Q3	$234K	Sell	1,530 -150	-9%	-$24.1K	0.11%	140
2019 Q2	$272K	Sell	1,680 -275	-14%	-$40.1K	0.16%	103
2019 Q1	$248K	Buy	+1,955	New	+$221K	0.17%	94

Other funds holding VEEV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCM

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

Lake Street Private Wealth's VEEV Position: Q4 2021 in Review

Lake Street Private Wealth sold out of Veeva Systems (VEEV) in Q4 2021, closing a stake of 700 shares — an estimated $202K sold.

Lake Street Private Wealth first reported a position in VEEV in Q1 2019 and held it in 5 quarters. The position peaked at $272K in Q2 2019. 838 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

Lake Street Private Wealth reported no remaining Veeva Systems position as of Q4 2021 after selling out during the quarter.
Lake Street Private Wealth sold 700 Veeva Systems shares in Q4 2021, an estimated $202K.
Lake Street Private Wealth first reported a position in Veeva Systems in Q1 2019 and held it in 5 quarters.
Lake Street Private Wealth's Veeva Systems position peaked at $272K in Q2 2019.
838 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on Lake Street Private Wealth's 13F filing for Q4 2021, filed 24 Jan 2022.