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Concourse Financial Group Securities’s Commault Systems CVLT Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-497
Closed -$80.9K – 448
2024
Q4 		$80.9K Sell
497
-333
-40% -$53.6K ﹤0.01% 1014
2024
Q3 		$128K Buy
830
+27
+3% +$3.8K 0.01% 872
2024
Q2 		$97.6K Buy
+803
New +$86.2K 0.01% 941
2023
Q3 		– Sell
-18
Closed -$1.28K – 2328
2023
Q2 		$1.31K Hold
18
– – ﹤0.01% 2088
2023
Q1 		$1.02K Sell
18
-8
-31% -$476 ﹤0.01% 2159
2022
Q4 		$1.63K Hold
26
– – ﹤0.01% 2072
2022
Q3 		$1K Sell
26
-3
-10% -$170 ﹤0.01% 1861
2022
Q2 		$2K Sell
29
-5
-15% -$311 ﹤0.01% 2009
2022
Q1 		$2K Hold
34
– – ﹤0.01% 2005
2021
Q4 		$2K Hold
34
– – ﹤0.01% 2187
2021
Q3 		$3K Hold
34
– – ﹤0.01% 2168
2021
Q2 		$3K Hold
34
– – ﹤0.01% 2126
2021
Q1 		$2K Buy
34
+4
+13% +$254 ﹤0.01% 2120
2020
Q4 		$2K Buy
+30
New +$1.4K ﹤0.01% 2083
2020
Q2 		– Sell
-32
Closed -$1.27K – 2108
2020
Q1 		$1K Hold
32
– – ﹤0.01% 2013
2019
Q4 		$1K Hold
32
– – ﹤0.01% 1976
2019
Q3 		$1K Sell
32
-25
-44% -$1.15K ﹤0.01% 1630
2019
Q2 		$3K Hold
57
– – ﹤0.01% 1868
2019
Q1 		$3K Buy
+57
New +$3.68K ﹤0.01% 1903

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concourse Financial Group Securities's CVLT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Commault Systems (CVLT) in Q1 2025, closing a stake of 497 shares — an estimated $80.9K sold.

Concourse Financial Group Securities first reported a position in CVLT in Q1 2019 and held it in 19 quarters. The position peaked at $128K in Q3 2024. 425 funds tracked by Wall St. Rank hold CVLT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Commault Systems position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 497 Commault Systems shares in Q1 2025, an estimated $80.9K.
  • Concourse Financial Group Securities first reported a position in Commault Systems in Q1 2019 and held it in 19 quarters.
  • Concourse Financial Group Securities's Commault Systems position peaked at $128K in Q3 2024.
  • 425 funds tracked by Wall St. Rank held Commault Systems as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.