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Lighthouse Financial Advisors’s Veeva Systems VEEV Stock Holding History

Lighthouse Financial 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
2021
Q1 		$2.7M Buy
10,334
+1,180
+13% +$329K 0.82% 36
2020
Q4 		$2.49M Buy
9,154
+728
+9% +$204K 0.84% 43
2020
Q3 		$2.37M Sell
8,426
-8
-0.1% -$2.11K 0.9% 36
2020
Q2 		$1.96M Buy
8,434
+4,769
+130% +$946K 0.83% 42
2020
Q1 		$573K Buy
3,665
+3,423
+1,414% +$502K 0.35% 58
2019
Q4 		$34K Buy
+242
New +$35.6K 0.02% 142

Other funds holding VEEV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Lighthouse Financial Advisors's VEEV Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Veeva Systems (VEEV) stake by 13% in Q1 2021, buying an estimated $329K and bringing the position to 10,334 shares worth $2.7M. The position accounts for 0.82% of the portfolio, ranked #36.

Lighthouse Financial Advisors first reported a position in VEEV in Q4 2019 and has held it in 6 quarters since. 772 funds tracked by Wall St. Rank hold VEEV as of Q1 2021.

  • Lighthouse Financial Advisors held 10,334 shares of Veeva Systems worth $2.7M as of Q1 2021.
  • Lighthouse Financial Advisors bought 1,180 Veeva Systems shares in Q1 2021, an estimated $329K.
  • Veeva Systems made up 0.82% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #36 holding.
  • Lighthouse Financial Advisors first reported a position in Veeva Systems in Q4 2019 and has held it in 6 quarters since.
  • 772 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.