Moneta Group Investment Advisors
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Moneta Group Investment Advisors’s Veeva Systems VEEV Stock Holding History

Moneta Group Investment 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 		– Sell
-3,927
Closed -$1.07M – 431
2020
Q4 		$1.07M Buy
+3,927
New +$1.1M 0.08% 139

Other funds holding VEEV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Moneta Group Investment Advisors's VEEV Position: Q1 2021 in Review

Moneta Group Investment Advisors sold out of Veeva Systems (VEEV) in Q1 2021, closing a stake of 3,927 shares — an estimated $1.07M sold.

Moneta Group Investment Advisors first reported a position in VEEV in Q4 2020 and held it in 1 quarter. The position peaked at $1.07M in Q4 2020. 773 funds tracked by Wall St. Rank hold VEEV as of Q1 2021.

  • Moneta Group Investment Advisors reported no remaining Veeva Systems position as of Q1 2021 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 3,927 Veeva Systems shares in Q1 2021, an estimated $1.07M.
  • Moneta Group Investment Advisors first reported a position in Veeva Systems in Q4 2020 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Veeva Systems position peaked at $1.07M in Q4 2020.
  • 773 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2021.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2021, filed 14 May 2021.