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CoreCap Advisors’s Commault Systems CVLT Stock Holding History

CoreCap 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
2026
Q2 		$283 Sell
2
-6
-75% -$644 ﹤0.01% 2956
2026
Q1 		$623 Hold
8
– – ﹤0.01% 2616
2025
Q4 		$1K Hold
8
– – ﹤0.01% 2602
2025
Q3 		$1.51K Sell
8
-50
-86% -$9.02K ﹤0.01% 2424
2025
Q2 		$10.1K Hold
58
– – ﹤0.01% 1864
2025
Q1 		$9.15K Sell
58
-2
-3% -$329 ﹤0.01% 1858
2024
Q4 		$9.05K Sell
60
-76
-56% -$12.2K ﹤0.01% 1809
2024
Q3 		$20.9K Buy
+136
New +$19.2K ﹤0.01% 1540
2024
Q2 		– Sell
-8
Closed -$811 – 1828
2024
Q1 		$811 Buy
+8
New +$724 ﹤0.01% 2258
2022
Q4 		$503 Buy
+8
New +$496 ﹤0.01% 2164
2022
Q3 		– Sell
-8
Closed -$1K – 860
2022
Q2 		$1K Buy
+8
New +$497 ﹤0.01% 1968
2022
Q1 		– Sell
-8
Closed -$1K – 874
2021
Q4 		$1K Buy
+8
New +$546 ﹤0.01% 2088

Other funds holding CVLT

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM