WealthPLAN Partners’s Veeva Systems VEEV Stock Holding History

WealthPLAN 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
2021 Q3	–	Sell	-646	Closed	-$206K	–	393
2021 Q2	$206K	Buy	+646	New	+$180K	0.01%	343

Other funds holding VEEV

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BCM

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

WealthPLAN Partners's VEEV Position: Q3 2021 in Review

WealthPLAN Partners sold out of Veeva Systems (VEEV) in Q3 2021, closing a stake of 646 shares — an estimated $206K sold.

WealthPLAN Partners first reported a position in VEEV in Q2 2021 and held it in 1 quarter. The position peaked at $206K in Q2 2021. 823 funds tracked by Wall St. Rank hold VEEV as of Q3 2021.

WealthPLAN Partners reported no remaining Veeva Systems position as of Q3 2021 after selling out during the quarter.
WealthPLAN Partners sold 646 Veeva Systems shares in Q3 2021, an estimated $206K.
WealthPLAN Partners first reported a position in Veeva Systems in Q2 2021 and held it in 1 quarter.
WealthPLAN Partners's Veeva Systems position peaked at $206K in Q2 2021.
823 funds tracked by Wall St. Rank held Veeva Systems as of Q3 2021.

Based on WealthPLAN Partners's 13F filing for Q3 2021, filed 9 Dec 2021.