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American Trust’s Commault Systems CVLT Stock Holding History

American Trust’s Portfolio CVLT Stock Details CVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,250
Closed -$236K – 308
2023
Q2 		$236K Buy
+3,250
New +$211K 0.02% 357
2023
Q1 		– Sell
-4,090
Closed -$257K – 449
2022
Q4 		$257K Buy
4,090
+108
+3% +$6.7K 0.02% 339
2022
Q3 		$211K Sell
3,982
-385
-9% -$21.8K 0.02% 378
2022
Q2 		$275K Sell
4,367
-57
-1% -$3.54K 0.02% 328
2022
Q1 		$294K Buy
4,424
+247
+6% +$16.2K 0.02% 356
2021
Q4 		$288K Buy
+4,177
New +$285K 0.02% 249

Other funds holding CVLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Trust's CVLT Position: Q3 2023 in Review

American Trust sold out of Commault Systems (CVLT) in Q3 2023, closing a stake of 3,250 shares — an estimated $236K sold.

American Trust first reported a position in CVLT in Q4 2021 and held it in 6 quarters. The position peaked at $294K in Q1 2022. 259 funds tracked by Wall St. Rank hold CVLT as of Q3 2023.

  • American Trust reported no remaining Commault Systems position as of Q3 2023 after selling out during the quarter.
  • American Trust sold 3,250 Commault Systems shares in Q3 2023, an estimated $236K.
  • American Trust first reported a position in Commault Systems in Q4 2021 and held it in 6 quarters.
  • American Trust's Commault Systems position peaked at $294K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held Commault Systems as of Q3 2023.

Based on American Trust's 13F filing for Q3 2023, filed 15 Nov 2023.