Lenox Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Lenox Wealth Advisors’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	$34K	Sell	175 -4	-2%	-$868	﹤0.01%	295
2021 Q4	$46K	Buy	179 +4	+2%	+$1.16K	0.01%	272
2021 Q3	$50K	Hold	175	–	–	0.01%	233
2021 Q2	$54K	Hold	175	–	–	0.01%	226
2021 Q1	$46K	Hold	175	–	–	0.01%	200
2020 Q4	$48K	Hold	175	–	–	0.01%	189
2020 Q3	$49K	Sell	175 -50	-22%	-$13.2K	0.01%	169
2020 Q2	$53K	Buy	225 +50	+29%	+$9.92K	0.01%	157
2020 Q1	$27K	Hold	175	–	–	0.01%	215
2019 Q4	$25K	Buy	+175	New	+$25.7K	﹤0.01%	304

Other funds holding VEEV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

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

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Lenox Wealth Advisors's VEEV Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Veeva Systems (VEEV) stake by 2.2% in Q1 2022, selling an estimated $868 and leaving 175 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Lenox Wealth Advisors first reported a position in VEEV in Q4 2019 and has held it in 10 quarters since. The position peaked at $54K in Q2 2021. 749 funds tracked by Wall St. Rank hold VEEV as of Q1 2022.

Lenox Wealth Advisors held 175 shares of Veeva Systems worth $34K as of Q1 2022.
Lenox Wealth Advisors sold 4 Veeva Systems shares in Q1 2022, an estimated $868.
Veeva Systems made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #295 holding.
Lenox Wealth Advisors first reported a position in Veeva Systems in Q4 2019 and has held it in 10 quarters since.
Lenox Wealth Advisors's Veeva Systems position peaked at $54K in Q2 2021.
749 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.