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Confluence Wealth Services’s Commault Systems CVLT Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-173
Closed -$11K – 429
2021
Q4 		$11K Buy
+173
New +$11.8K ﹤0.01% 884

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SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Confluence Wealth Services's CVLT Position: Q1 2022 in Review

Confluence Wealth Services sold out of Commault Systems (CVLT) in Q1 2022, closing a stake of 173 shares — an estimated $11K sold.

Confluence Wealth Services first reported a position in CVLT in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 248 funds tracked by Wall St. Rank hold CVLT as of Q1 2022.

  • Confluence Wealth Services reported no remaining Commault Systems position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 173 Commault Systems shares in Q1 2022, an estimated $11K.
  • Confluence Wealth Services first reported a position in Commault Systems in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Commault Systems position peaked at $11K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Commault Systems as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.