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BDO Wealth Advisors’s Commault Systems CVLT Stock Holding History

BDO 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
2023
Q1 		– Sell
-7
Closed -$440 – 1070
2022
Q4 		$440 Hold
7
– – ﹤0.01% 956
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1046
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1059
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1076
2021
Q4 		$0 Buy
+7
New +$478 ﹤0.01% 1103

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's CVLT Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Commault Systems (CVLT) in Q1 2023, closing a stake of 7 shares — an estimated $440 sold.

BDO Wealth Advisors first reported a position in CVLT in Q4 2021 and held it in 5 quarters. The position peaked at $440 in Q4 2022. 259 funds tracked by Wall St. Rank hold CVLT as of Q1 2023.

  • BDO Wealth Advisors reported no remaining Commault Systems position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 7 Commault Systems shares in Q1 2023, an estimated $440.
  • BDO Wealth Advisors first reported a position in Commault Systems in Q4 2021 and held it in 5 quarters.
  • BDO Wealth Advisors's Commault Systems position peaked at $440 in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Commault Systems as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.