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Arkadios Wealth Advisors’s Commault Systems CVLT Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-42
Closed -$3K – 820
2021
Q3 		$3K Hold
42
– – ﹤0.01% 1700
2021
Q2 		$3K Hold
42
– – ﹤0.01% 1811
2021
Q1 		$2K Buy
+42
New +$2.67K ﹤0.01% 1507

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SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Arkadios Wealth Advisors's CVLT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Commault Systems (CVLT) in Q4 2021, closing a stake of 42 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in CVLT in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 247 funds tracked by Wall St. Rank hold CVLT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Commault Systems position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 42 Commault Systems shares in Q4 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in Commault Systems in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Commault Systems position peaked at $3K in Q3 2021.
  • 247 funds tracked by Wall St. Rank held Commault Systems as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.