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 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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Sheets Smith Wealth Management's VEEV Position: Q1 2021 in Review

Sheets Smith Wealth Management sold out of Veeva Systems (VEEV) in Q1 2021, closing a stake of 3,051 shares — an estimated $831K sold.

Sheets Smith Wealth Management first reported a position in VEEV in Q3 2018 and held it in 9 quarters. The position peaked at $1.25M in Q2 2019. 773 funds tracked by Wall St. Rank hold VEEV as of Q1 2021.

Sheets Smith Wealth Management reported no remaining Veeva Systems position as of Q1 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 3,051 Veeva Systems shares in Q1 2021, an estimated $831K.
Sheets Smith Wealth Management first reported a position in Veeva Systems in Q3 2018 and held it in 9 quarters.
Sheets Smith Wealth Management's Veeva Systems position peaked at $1.25M in Q2 2019.
773 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2021, filed 23 Apr 2021.