SW
VEEV icon

SteelPeak Wealth’s Veeva Systems VEEV Stock Holding History

SteelPeak Wealth’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
-945
Closed -$257K – 418
2020
Q4 		$257K Sell
945
-375
-28% -$105K 0.02% 280
2020
Q3 		$371K Buy
1,320
+354
+37% +$93.3K 0.04% 193
2020
Q2 		$226K Buy
+966
New +$192K 0.03% 220

Other funds holding VEEV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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

SteelPeak Wealth's VEEV Position: Q1 2021 in Review

SteelPeak Wealth sold out of Veeva Systems (VEEV) in Q1 2021, closing a stake of 945 shares — an estimated $257K sold.

SteelPeak Wealth first reported a position in VEEV in Q2 2020 and held it in 3 quarters. The position peaked at $371K in Q3 2020. 773 funds tracked by Wall St. Rank hold VEEV as of Q1 2021.

  • SteelPeak Wealth reported no remaining Veeva Systems position as of Q1 2021 after selling out during the quarter.
  • SteelPeak Wealth sold 945 Veeva Systems shares in Q1 2021, an estimated $257K.
  • SteelPeak Wealth first reported a position in Veeva Systems in Q2 2020 and held it in 3 quarters.
  • SteelPeak Wealth's Veeva Systems position peaked at $371K in Q3 2020.
  • 773 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2021.

Based on SteelPeak Wealth's 13F filing for Q1 2021, filed 18 May 2021.