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Baldwin Wealth Partners’s Commault Systems CVLT Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-2,633
Closed -$405K – 414
2024
Q3 		$405K Buy
+2,633
New +$371K 0.03% 229

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N
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Baldwin Wealth Partners's CVLT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Commault Systems (CVLT) in Q4 2024, closing a stake of 2,633 shares — an estimated $405K sold.

Baldwin Wealth Partners first reported a position in CVLT in Q3 2024 and held it in 1 quarter. The position peaked at $405K in Q3 2024. 437 funds tracked by Wall St. Rank hold CVLT as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Commault Systems position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,633 Commault Systems shares in Q4 2024, an estimated $405K.
  • Baldwin Wealth Partners first reported a position in Commault Systems in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Commault Systems position peaked at $405K in Q3 2024.
  • 437 funds tracked by Wall St. Rank held Commault Systems as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.