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Avitas Wealth Management’s Commault Systems CVLT Stock Holding History

Avitas Wealth Management’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
2018
Q4 		– Sell
-50,022
Closed -$3.5M – 154
2018
Q3 		$3.5M Buy
50,022
+1,741
+4% +$118K 0.99% 32
2018
Q2 		$3.18M Buy
+48,281
New +$3.32M 0.99% 33

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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avitas Wealth Management's CVLT Position: Q4 2018 in Review

Avitas Wealth Management sold out of Commault Systems (CVLT) in Q4 2018, closing a stake of 50,022 shares — an estimated $3.5M sold.

Avitas Wealth Management first reported a position in CVLT in Q2 2018 and held it in 2 quarters. The position peaked at $3.5M in Q3 2018. 208 funds tracked by Wall St. Rank hold CVLT as of Q4 2018.

  • Avitas Wealth Management reported no remaining Commault Systems position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 50,022 Commault Systems shares in Q4 2018, an estimated $3.5M.
  • Avitas Wealth Management first reported a position in Commault Systems in Q2 2018 and held it in 2 quarters.
  • Avitas Wealth Management's Commault Systems position peaked at $3.5M in Q3 2018.
  • 208 funds tracked by Wall St. Rank held Commault Systems as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.