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WAM
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
–
2017
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
BCM
Brown Capital Management
Baltimore, Maryland
$704M AUM
6.25%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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