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Winch Advisory Services’s Veeva Systems VEEV Stock Holding History

Winch Advisory Services’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 		– Sell
-28
Closed -$8K – 474
2020
Q4 		$8K Hold
28
– – ﹤0.01% 256
2020
Q3 		$8K Buy
28
+3
+12% +$791 ﹤0.01% 231
2020
Q2 		$6K Buy
+25
New +$4.96K ﹤0.01% 248

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Winch Advisory Services's VEEV Position: Q1 2021 in Review

Winch Advisory Services sold out of Veeva Systems (VEEV) in Q1 2021, closing a stake of 28 shares — an estimated $8K sold.

Winch Advisory Services first reported a position in VEEV in Q2 2020 and held it in 3 quarters. The position peaked at $8K in Q4 2020. 773 funds tracked by Wall St. Rank hold VEEV as of Q1 2021.

  • Winch Advisory Services reported no remaining Veeva Systems position as of Q1 2021 after selling out during the quarter.
  • Winch Advisory Services sold 28 Veeva Systems shares in Q1 2021, an estimated $8K.
  • Winch Advisory Services first reported a position in Veeva Systems in Q2 2020 and held it in 3 quarters.
  • Winch Advisory Services's Veeva Systems position peaked at $8K in Q4 2020.
  • 773 funds tracked by Wall St. Rank held Veeva Systems as of Q1 2021.

Based on Winch Advisory Services's 13F filing for Q1 2021, filed 3 May 2021.