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Prio Wealth Limited Partnership’s Veeva Systems VEEV Stock Holding History

Prio Wealth Limited Partnership’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
-750
Closed -$216K – 277
2021
Q3 		$216K Hold
750
– – 0.01% 264
2021
Q2 		$233K Buy
+750
New +$209K 0.01% 260
2021
Q1 		– Sell
-750
Closed -$204K – 281
2020
Q4 		$204K Hold
750
– – 0.01% 269
2020
Q3 		$211K Buy
+750
New +$198K 0.01% 256

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

Prio Wealth Limited Partnership's VEEV Position: Q4 2021 in Review

Prio Wealth Limited Partnership sold out of Veeva Systems (VEEV) in Q4 2021, closing a stake of 750 shares — an estimated $216K sold.

Prio Wealth Limited Partnership first reported a position in VEEV in Q3 2020 and held it in 4 quarters. The position peaked at $233K in Q2 2021. 838 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

  • Prio Wealth Limited Partnership reported no remaining Veeva Systems position as of Q4 2021 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 750 Veeva Systems shares in Q4 2021, an estimated $216K.
  • Prio Wealth Limited Partnership first reported a position in Veeva Systems in Q3 2020 and held it in 4 quarters.
  • Prio Wealth Limited Partnership's Veeva Systems position peaked at $233K in Q2 2021.
  • 838 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on Prio Wealth Limited Partnership's 13F filing for Q4 2021, filed 17 Feb 2022.