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Glassman Wealth Services’s Commault Systems CVLT Stock Holding History

Glassman 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
2024
Q1 		– Sell
-20
Closed -$1.6K – 599
2023
Q4 		$1.6K Hold
20
– – ﹤0.01% 1411
2023
Q3 		$1.35K Hold
20
– – ﹤0.01% 1455
2023
Q2 		$1.45K Hold
20
– – ﹤0.01% 1344
2023
Q1 		$1.14K Hold
20
– – ﹤0.01% 1392
2022
Q4 		$1.26K Buy
20
+17
+567% +$1.05K ﹤0.01% 1371
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1725
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1734
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1690
2021
Q4 		$0 Hold
3
– – ﹤0.01% 1684
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1629
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1487
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1432
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1382
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1355
2020
Q2 		$0 Buy
+3
New +$119 ﹤0.01% 1286

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

Glassman Wealth Services's CVLT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Commault Systems (CVLT) in Q1 2024, closing a stake of 20 shares — an estimated $1.6K sold.

Glassman Wealth Services first reported a position in CVLT in Q2 2020 and held it in 15 quarters. The position peaked at $1.6K in Q4 2023. 292 funds tracked by Wall St. Rank hold CVLT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Commault Systems position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 20 Commault Systems shares in Q1 2024, an estimated $1.6K.
  • Glassman Wealth Services first reported a position in Commault Systems in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's Commault Systems position peaked at $1.6K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Commault Systems as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.