Reilly Financial Advisors’s Veeva Systems VEEV Stock Holding History

Reilly Financial 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 Q4	$1K	Buy	+4	New	+$1.16K	﹤0.01%	1096
2021 Q3	–	Sell	-27	Closed	-$8K	–	1065
2021 Q2	$8K	Buy	+27	New	+$7.53K	﹤0.01%	737
2020 Q3	–	Sell	-140	Closed	-$33K	–	939
2020 Q2	$33K	Sell	140 -4	-3%	-$793	﹤0.01%	369
2020 Q1	$23K	Hold	144	–	–	﹤0.01%	403
2019 Q4	$20K	Buy	144 +4	+3%	+$588	﹤0.01%	508
2019 Q3	$21K	Hold	140	–	–	﹤0.01%	498
2019 Q2	$23K	Hold	140	–	–	﹤0.01%	503
2019 Q1	$18K	Hold	140	–	–	﹤0.01%	556
2018 Q4	$13K	Hold	140	–	–	﹤0.01%	596
2018 Q3	$15K	Hold	140	–	–	﹤0.01%	616
2018 Q2	$11K	Hold	140	–	–	﹤0.01%	651
2018 Q1	$10K	Buy	+140	New	+$9.05K	﹤0.01%	654
2016 Q4	–	Sell	-300	Closed	-$12K	–	899
2016 Q3	$12K	Buy	+300	New	+$11.6K	﹤0.01%	498

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Reilly Financial Advisors's VEEV Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Veeva Systems (VEEV) in Q4 2021: 4 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in VEEV as recently as Q2 2021.

Reilly Financial Advisors first reported a position in VEEV in Q3 2016 and has held it in 13 quarters since. The position peaked at $33K in Q2 2020. 839 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

Reilly Financial Advisors held 4 shares of Veeva Systems worth $1K as of Q4 2021.
Veeva Systems was a new Reilly Financial Advisors position in Q4 2021.
Veeva Systems made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1096 holding.
Reilly Financial Advisors first reported a position in Veeva Systems in Q3 2016 and has held it in 13 quarters since.
Reilly Financial Advisors's Veeva Systems position peaked at $33K in Q2 2020.
839 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.