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Carolinas Wealth Consulting’s Commault Systems CVLT Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-3
Closed -$257 – 1065
2023
Q4 		$257 Hold
3
– – ﹤0.01% 976
2023
Q3 		$210 Sell
3
-9
-75% -$638 ﹤0.01% 1003
2023
Q2 		$886 Sell
12
-2
-14% -$130 ﹤0.01% 925
2023
Q1 		$794 Hold
14
– – ﹤0.01% 932
2022
Q4 		$880 Buy
+14
New +$868 ﹤0.01% 912

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carolinas Wealth Consulting's CVLT Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Commault Systems (CVLT) in Q1 2024, closing a stake of 3 shares — an estimated $257 sold.

Carolinas Wealth Consulting first reported a position in CVLT in Q4 2022 and held it in 5 quarters. The position peaked at $886 in Q2 2023. 292 funds tracked by Wall St. Rank hold CVLT as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Commault Systems position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 3 Commault Systems shares in Q1 2024, an estimated $257.
  • Carolinas Wealth Consulting first reported a position in Commault Systems in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Commault Systems position peaked at $886 in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Commault Systems as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.