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Realta Investment Advisors’s Veeva Systems VEEV Stock Holding History

Realta 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
2020
Q1 		– Sell
-100
Closed -$15K – 1341
2019
Q4 		$15K Hold
100
– – ﹤0.01% 1028
2019
Q3 		$15K Hold
100
– – ﹤0.01% 1007
2019
Q2 		$16K Buy
+100
New +$14.6K ﹤0.01% 1021

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Realta Investment Advisors's VEEV Position: Q1 2020 in Review

Realta Investment Advisors sold out of Veeva Systems (VEEV) in Q1 2020, closing a stake of 100 shares — an estimated $15K sold.

Realta Investment Advisors first reported a position in VEEV in Q2 2019 and held it in 3 quarters. The position peaked at $16K in Q2 2019. 605 funds tracked by Wall St. Rank hold VEEV as of Q1 2020.

  • Realta Investment Advisors reported no remaining Veeva Systems position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 100 Veeva Systems shares in Q1 2020, an estimated $15K.
  • Realta Investment Advisors first reported a position in Veeva Systems in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Veeva Systems position peaked at $16K in Q2 2019.
  • 605 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.