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Regent Peak Wealth Advisors’s Veeva Systems VEEV Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-180
Closed -$49K – 956
2020
Q4 		$49K Buy
+180
New +$50.4K 0.02% 313

Other funds holding VEEV

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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Regent Peak Wealth Advisors's VEEV Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Veeva Systems (VEEV) in Q1 2021, closing a stake of 180 shares — an estimated $49K sold.

Regent Peak Wealth Advisors first reported a position in VEEV in Q4 2020 and held it in 1 quarter. The position peaked at $49K in Q4 2020. 773 funds tracked by Wall St. Rank hold VEEV as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Veeva Systems position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 180 Veeva Systems shares in Q1 2021, an estimated $49K.
  • Regent Peak Wealth Advisors first reported a position in Veeva Systems in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Veeva Systems position peaked at $49K in Q4 2020.
  • 773 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.