WealthStone’s Veeva Systems VEEV Stock Holding History

WealthStone’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	$225K	Buy	862 +101	+13%	+$28.1K	0.08%	226
2020 Q4	$207K	Buy	761 +22	+3%	+$6.16K	0.07%	216
2020 Q3	$208K	Buy	+739	New	+$195K	0.09%	157
2019 Q3	–	Sell	-32	Closed	-$5.19K	–	581
2019 Q2	$5.19K	Buy	+32	New	+$4.66K	﹤0.01%	337

Other funds holding VEEV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

WealthStone's VEEV Position: Q1 2021 in Review

WealthStone increased its Veeva Systems (VEEV) stake by 13% in Q1 2021, buying an estimated $28.1K and bringing the position to 862 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #226.

WealthStone first reported a position in VEEV in Q2 2019 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold VEEV as of Q1 2021.

WealthStone held 862 shares of Veeva Systems worth $225K as of Q1 2021.
WealthStone bought 101 Veeva Systems shares in Q1 2021, an estimated $28.1K.
Veeva Systems made up 0.08% of WealthStone's portfolio in Q1 2021, its #226 holding.
WealthStone first reported a position in Veeva Systems in Q2 2019 and has held it in 4 quarters since.
773 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.