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Wealthspire Advisors (Maryland)’s Veeva Systems VEEV Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-526
Closed -$67K – 1977
2019
Q1 		$67K Sell
526
-424
-45% -$47.8K 0.01% 787
2018
Q4 		$85K Sell
950
-51
-5% -$4.66K 0.01% 661
2018
Q3 		$109K Buy
1,001
+87
+10% +$7.89K 0.01% 652
2018
Q2 		$70K Sell
914
-41
-4% -$3.12K 0.01% 848
2018
Q1 		$70K Buy
955
+33
+4% +$2.13K 0.01% 862
2017
Q4 		$51K Buy
922
+77
+9% +$4.53K 0.01% 1004
2017
Q3 		$48K Buy
845
+59
+8% +$3.58K 0.01% 1000
2017
Q2 		$48K Buy
786
+81
+11% +$4.68K 0.01% 963
2017
Q1 		$36K Buy
705
+17
+2% +$764 0.01% 904
2016
Q4 		$28K Sell
688
-101
-13% -$4.12K ﹤0.01% 931
2016
Q3 		$33K Sell
789
-76
-9% -$2.95K 0.01% 899
2016
Q2 		$30K Buy
865
+20
+2% +$594 0.01% 871
2016
Q1 		$21K Sell
845
-58
-6% -$1.42K ﹤0.01% 965
2015
Q4 		$26K Buy
+903
New +$24.1K ﹤0.01% 897

Other funds holding VEEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VEEV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Veeva Systems (VEEV) in Q2 2019, closing a stake of 526 shares — an estimated $67K sold.

Wealthspire Advisors (Maryland) first reported a position in VEEV in Q4 2015 and held it in 14 quarters. The position peaked at $109K in Q3 2018. 620 funds tracked by Wall St. Rank hold VEEV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Veeva Systems position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 526 Veeva Systems shares in Q2 2019, an estimated $67K.
  • Wealthspire Advisors (Maryland) first reported a position in Veeva Systems in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Veeva Systems position peaked at $109K in Q3 2018.
  • 620 funds tracked by Wall St. Rank held Veeva Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.