Optimal Asset Management’s Veeva Systems VEEV Stock Holding History

Optimal Asset 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 Q3	$1.63M	Buy	5,658 +15	+0.3%	+$4.76K	0.2%	168
2021 Q2	$1.75M	Sell	5,643 -1	-0%	-$279	0.21%	172
2021 Q1	$1.47M	Sell	5,644 -1,789	-24%	-$498K	0.19%	183
2020 Q4	$2.02M	Sell	7,433 -13	-0.2%	-$3.64K	0.29%	117
2020 Q3	$2.09M	Sell	7,446 -478	-6%	-$126K	0.3%	111
2020 Q2	$1.86M	Sell	7,924 -4,291	-35%	-$851K	0.3%	122
2020 Q1	$1.91K	Buy	12,215 +8,216	+205%	+$1.2M	0.18%	193
2019 Q4	$562K	Buy	+3,999	New	+$588K	0.09%	310

Other funds holding VEEV

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Optimal Asset Management's VEEV Position: Q3 2021 in Review

Optimal Asset Management increased its Veeva Systems (VEEV) stake by 0.27% in Q3 2021, buying an estimated $4.76K and bringing the position to 5,658 shares worth $1.63M. The position accounts for 0.2% of the portfolio, ranked #168.

Optimal Asset Management first reported a position in VEEV in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.09M in Q3 2020. 822 funds tracked by Wall St. Rank hold VEEV as of Q3 2021.

Optimal Asset Management held 5,658 shares of Veeva Systems worth $1.63M as of Q3 2021.
Optimal Asset Management bought 15 Veeva Systems shares in Q3 2021, an estimated $4.76K.
Veeva Systems made up 0.2% of Optimal Asset Management's portfolio in Q3 2021, its #168 holding.
Optimal Asset Management first reported a position in Veeva Systems in Q4 2019 and has held it in 8 quarters since.
Optimal Asset Management's Veeva Systems position peaked at $2.09M in Q3 2020.
822 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.