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Stratos Wealth Partners’s Veeva Systems VEEV Stock Holding History

Stratos Wealth Partners’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
2019
Q3 		– Sell
-3,088
Closed -$501K – 1000
2019
Q2 		$501K Sell
3,088
-477
-13% -$69.5K 0.02% 566
2019
Q1 		$452K Buy
+3,565
New +$402K 0.02% 588
2018
Q4 		– Sell
-594
Closed -$65K – 2435
2018
Q3 		$65K Buy
+594
New +$53.9K ﹤0.01% 1340
2018
Q2 		– Sell
-633
Closed -$46K – 2518
2018
Q1 		$46K Sell
633
-245
-28% -$15.8K ﹤0.01% 1627
2017
Q4 		$49K Buy
+878
New +$51.7K ﹤0.01% 1517

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Stratos Wealth Partners's VEEV Position: Q3 2019 in Review

Stratos Wealth Partners sold out of Veeva Systems (VEEV) in Q3 2019, closing a stake of 3,088 shares — an estimated $501K sold.

Stratos Wealth Partners first reported a position in VEEV in Q4 2017 and held it in 5 quarters. The position peaked at $501K in Q2 2019. 601 funds tracked by Wall St. Rank hold VEEV as of Q3 2019.

  • Stratos Wealth Partners reported no remaining Veeva Systems position as of Q3 2019 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,088 Veeva Systems shares in Q3 2019, an estimated $501K.
  • Stratos Wealth Partners first reported a position in Veeva Systems in Q4 2017 and held it in 5 quarters.
  • Stratos Wealth Partners's Veeva Systems position peaked at $501K in Q2 2019.
  • 601 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2019.

Based on Stratos Wealth Partners's 13F filing for Q3 2019, filed 12 Nov 2019.