SF
VEEV icon

Symphony Financial’s Veeva Systems VEEV Stock Holding History

Symphony Financial’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
-2,453
Closed -$673K – 200
2020
Q4 		$673K Buy
2,453
+13
+0.5% +$3.64K 0.24% 73
2020
Q3 		$686K Buy
2,440
+240
+11% +$63.3K 0.28% 57
2020
Q2 		$516K Buy
+2,200
New +$436K 0.25% 71

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

Symphony Financial's VEEV Position: Q1 2021 in Review

Symphony Financial sold out of Veeva Systems (VEEV) in Q1 2021, closing a stake of 2,453 shares — an estimated $673K sold.

Symphony Financial first reported a position in VEEV in Q2 2020 and held it in 3 quarters. The position peaked at $686K in Q3 2020. 773 funds tracked by Wall St. Rank hold VEEV as of Q1 2021.

  • Symphony Financial reported no remaining Veeva Systems position as of Q1 2021 after selling out during the quarter.
  • Symphony Financial sold 2,453 Veeva Systems shares in Q1 2021, an estimated $673K.
  • Symphony Financial first reported a position in Veeva Systems in Q2 2020 and held it in 3 quarters.
  • Symphony Financial's Veeva Systems position peaked at $686K in Q3 2020.
  • 773 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2021.

Based on Symphony Financial's 13F filing for Q1 2021, filed 15 Apr 2021.