RMR Wealth Builders’s Veeva Systems VEEV Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-120	Closed	-$31K	–	681
2021 Q1	$31K	Hold	120	–	–	0.01%	447
2020 Q4	$33K	Buy	+120	New	+$33.6K	0.02%	301

Other funds holding VEEV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RMR Wealth Builders's VEEV Position: Q2 2021 in Review

RMR Wealth Builders sold out of Veeva Systems (VEEV) in Q2 2021, closing a stake of 120 shares — an estimated $31K sold.

RMR Wealth Builders first reported a position in VEEV in Q4 2020 and held it in 2 quarters. The position peaked at $33K in Q4 2020. 823 funds tracked by Wall St. Rank hold VEEV as of Q2 2021.

RMR Wealth Builders reported no remaining Veeva Systems position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 120 Veeva Systems shares in Q2 2021, an estimated $31K.
RMR Wealth Builders first reported a position in Veeva Systems in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's Veeva Systems position peaked at $33K in Q4 2020.
823 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.