Level Four Advisory Services’s Veeva Systems VEEV Stock Holding History

Level Four Advisory Services’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
2020 Q4	–	Sell	-777	Closed	-$218K	–	614
2020 Q3	$218K	Sell	777 -332	-30%	-$87.5K	0.02%	497
2020 Q2	$258K	Buy	+1,109	New	+$220K	0.02%	483
2018 Q4	–	Sell	-2,528	Closed	-$275K	–	579
2018 Q3	$275K	Sell	2,528 -6,711	-73%	-$609K	0.03%	478
2018 Q2	$710K	Sell	9,239 -432	-4%	-$32.8K	0.05%	312
2018 Q1	$706K	Sell	9,671 -4,351	-31%	-$281K	0.05%	300
2017 Q4	$775K	Buy	14,022 +1,492	+12%	+$87.9K	0.06%	288
2017 Q3	$707K	Buy	12,530 +6,278	+100%	+$381K	0.06%	283
2017 Q2	$316K	Sell	6,252 -5,382	-46%	-$311K	0.05%	353
2017 Q1	$592K	Buy	11,634 +2,719	+30%	+$122K	0.06%	287
2016 Q4	$363K	Buy	+8,915	New	+$364K	0.05%	334

Other funds holding VEEV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BCM

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Level Four Advisory Services's VEEV Position: Q4 2020 in Review

Level Four Advisory Services sold out of Veeva Systems (VEEV) in Q4 2020, closing a stake of 777 shares — an estimated $218K sold.

Level Four Advisory Services first reported a position in VEEV in Q4 2016 and held it in 10 quarters. The position peaked at $775K in Q4 2017. 800 funds tracked by Wall St. Rank hold VEEV as of Q4 2020.

Level Four Advisory Services reported no remaining Veeva Systems position as of Q4 2020 after selling out during the quarter.
Level Four Advisory Services sold 777 Veeva Systems shares in Q4 2020, an estimated $218K.
Level Four Advisory Services first reported a position in Veeva Systems in Q4 2016 and held it in 10 quarters.
Level Four Advisory Services's Veeva Systems position peaked at $775K in Q4 2017.
800 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2020.

Based on Level Four Advisory Services's 13F filing for Q4 2020, filed 10 Feb 2021.