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Liberty Wealth Management’s Veeva Systems VEEV Stock Holding History

Liberty Wealth Management’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
-128
Closed -$38K – 1062
2021
Q3 		$38K Buy
128
+97
+313% +$30.8K 0.01% 479
2021
Q2 		$10K Buy
31
+9
+41% +$2.51K ﹤0.01% 657
2021
Q1 		$6K Hold
22
– – ﹤0.01% 685
2020
Q4 		$6K Buy
22
+6
+38% +$1.68K ﹤0.01% 680
2020
Q3 		$4K Buy
+16
New +$4.22K ﹤0.01% 675

Other funds holding VEEV

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

Liberty Wealth Management's VEEV Position: Q4 2021 in Review

Liberty Wealth Management sold out of Veeva Systems (VEEV) in Q4 2021, closing a stake of 128 shares — an estimated $38K sold.

Liberty Wealth Management first reported a position in VEEV in Q3 2020 and held it in 5 quarters. The position peaked at $38K in Q3 2021. 838 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

  • Liberty Wealth Management reported no remaining Veeva Systems position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 128 Veeva Systems shares in Q4 2021, an estimated $38K.
  • Liberty Wealth Management first reported a position in Veeva Systems in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Veeva Systems position peaked at $38K in Q3 2021.
  • 838 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.