SSWM
VEEV icon

Sheets Smith Wealth Management’s Veeva Systems VEEV Stock Holding History

Sheets Smith 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
Q1 		– Sell
-3,051
Closed -$831K – 350
2020
Q4 		$831K Buy
3,051
+60
+2% +$16.8K 0.13% 150
2020
Q3 		$841K Buy
+2,991
New +$788K 0.15% 131
2020
Q2 		– Sell
-7,274
Closed -$1.14M – 289
2020
Q1 		$1.14M Sell
7,274
-337
-4% -$49.4K 0.24% 101
2019
Q4 		$1.06M Sell
7,611
-237
-3% -$34.8K 0.2% 119
2019
Q3 		$1.2M Buy
7,848
+132
+2% +$21.2K 0.25% 105
2019
Q2 		$1.25M Sell
7,716
-97
-1% -$14.1K 0.26% 101
2019
Q1 		$991K Buy
7,813
+3,496
+81% +$394K 0.21% 125
2018
Q4 		$386K Buy
4,317
+43
+1% +$3.93K 0.1% 187
2018
Q3 		$465K Buy
+4,274
New +$388K 0.1% 227

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return