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WealthShield Partners’s Veeva Systems VEEV Stock Holding History

WealthShield 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
Q2 		– Sell
-15
Closed -$4K – 1145
2021
Q1 		$4K Sell
15
-1,259
-99% -$351K ﹤0.01% 1008
2020
Q4 		$347K Sell
1,274
-431
-25% -$121K 0.06% 221
2020
Q3 		$479K Hold
1,705
– – 0.17% 136
2020
Q2 		$400K Buy
+1,705
New +$338K 0.18% 118

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthShield Partners's VEEV Position: Q2 2021 in Review

WealthShield Partners sold out of Veeva Systems (VEEV) in Q2 2021, closing a stake of 15 shares — an estimated $4K sold.

WealthShield Partners first reported a position in VEEV in Q2 2020 and held it in 4 quarters. The position peaked at $479K in Q3 2020. 823 funds tracked by Wall St. Rank hold VEEV as of Q2 2021.

  • WealthShield Partners reported no remaining Veeva Systems position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 15 Veeva Systems shares in Q2 2021, an estimated $4K.
  • WealthShield Partners first reported a position in Veeva Systems in Q2 2020 and held it in 4 quarters.
  • WealthShield Partners's Veeva Systems position peaked at $479K in Q3 2020.
  • 823 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.