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PRW Wealth Management’s Veeva Systems VEEV Stock Holding History

PRW 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
2021
Q3 		– Sell
-3,416
Closed -$1.06M – 279
2021
Q2 		$1.06M Buy
+3,416
New +$952K 0.31% 94
2019
Q2 		– Sell
-3
Closed – – 645
2019
Q1 		$0 Hold
3
– – ﹤0.01% 804
2018
Q4 		$0 Buy
+3
New +$274 ﹤0.01% 770

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 $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
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

PRW Wealth Management's VEEV Position: Q3 2021 in Review

PRW Wealth Management sold out of Veeva Systems (VEEV) in Q3 2021, closing a stake of 3,416 shares — an estimated $1.06M sold.

PRW Wealth Management first reported a position in VEEV in Q4 2018 and held it in 3 quarters. The position peaked at $1.06M in Q2 2021. 822 funds tracked by Wall St. Rank hold VEEV as of Q3 2021.

  • PRW Wealth Management reported no remaining Veeva Systems position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 3,416 Veeva Systems shares in Q3 2021, an estimated $1.06M.
  • PRW Wealth Management first reported a position in Veeva Systems in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Veeva Systems position peaked at $1.06M in Q2 2021.
  • 822 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.