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Pathstone Family Office’s Commault Systems CVLT Stock Holding History

Pathstone Family Office’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
2023
Q1 		– Sell
-5,850
Closed -$309K – 1251
2022
Q4 		$309K Buy
5,850
+1,090
+23% +$67.6K 0.01% 908
2022
Q3 		$253K Buy
+4,760
New +$270K ﹤0.01% 1003

Other funds holding CVLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Family Office's CVLT Position: Q1 2023 in Review

Pathstone Family Office sold out of Commault Systems (CVLT) in Q1 2023, closing a stake of 5,850 shares — an estimated $309K sold.

Pathstone Family Office first reported a position in CVLT in Q3 2022 and held it in 2 quarters. The position peaked at $309K in Q4 2022. 259 funds tracked by Wall St. Rank hold CVLT as of Q1 2023.

  • Pathstone Family Office reported no remaining Commault Systems position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 5,850 Commault Systems shares in Q1 2023, an estimated $309K.
  • Pathstone Family Office first reported a position in Commault Systems in Q3 2022 and held it in 2 quarters.
  • Pathstone Family Office's Commault Systems position peaked at $309K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Commault Systems as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.