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Oak Point Wealth Management’s Veeva Systems VEEV Stock Holding History

Oak Point 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
2018
Q1 		$14K Hold
200
– – 0.01% 140
2017
Q4 		$11K Buy
+200
New +$11.8K 0.01% 149

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Oak Point Wealth Management's VEEV Position: Q1 2018 in Review

Oak Point Wealth Management held its Veeva Systems (VEEV) position steady in Q1 2018 at 200 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #140.

Oak Point Wealth Management first reported a position in VEEV in Q4 2017 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold VEEV as of Q1 2018.

  • Oak Point Wealth Management held 200 shares of Veeva Systems worth $14K as of Q1 2018.
  • Oak Point Wealth Management left its Veeva Systems share count unchanged in Q1 2018.
  • Veeva Systems made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #140 holding.
  • Oak Point Wealth Management first reported a position in Veeva Systems in Q4 2017 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.