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WMS Partners’s Veeva Systems VEEV Stock Holding History

WMS 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
Q4 		– Sell
-1,405
Closed -$405K – 281
2021
Q3 		$405K Buy
1,405
+438
+45% +$139K 0.06% 175
2021
Q2 		$301K Buy
967
+1
+0.1% +$279 0.04% 203
2021
Q1 		$252K Sell
966
-25
-3% -$6.96K 0.06% 196
2020
Q4 		$270K Buy
991
+22
+2% +$6.16K 0.05% 196
2020
Q3 		$272K Buy
969
+3
+0.3% +$791 0.05% 185
2020
Q2 		$226K Buy
+966
New +$192K 0.05% 196

Other funds holding VEEV

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

WMS Partners's VEEV Position: Q4 2021 in Review

WMS Partners sold out of Veeva Systems (VEEV) in Q4 2021, closing a stake of 1,405 shares — an estimated $405K sold.

WMS Partners first reported a position in VEEV in Q2 2020 and held it in 6 quarters. The position peaked at $405K in Q3 2021. 838 funds tracked by Wall St. Rank hold VEEV as of Q4 2021.

  • WMS Partners reported no remaining Veeva Systems position as of Q4 2021 after selling out during the quarter.
  • WMS Partners sold 1,405 Veeva Systems shares in Q4 2021, an estimated $405K.
  • WMS Partners first reported a position in Veeva Systems in Q2 2020 and held it in 6 quarters.
  • WMS Partners's Veeva Systems position peaked at $405K in Q3 2021.
  • 838 funds tracked by Wall St. Rank held Veeva Systems as of Q4 2021.

Based on WMS Partners's 13F filing for Q4 2021, filed 14 Feb 2022.