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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
-11,700
Closed -$671K – 1281
2022
Q4 		$671K Buy
11,700
+1,591
+16% +$98.7K 0.01% 969
2022
Q3 		$537K Buy
+10,109
New +$573K ﹤0.01% 1051

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

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 11,700 shares — an estimated $671K sold.

Pathstone Family Office first reported a position in CVLT in Q3 2022 and held it in 2 quarters. The position peaked at $671K in Q4 2022. 260 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 11,700 Commault Systems shares in Q1 2023, an estimated $671K.
  • 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 $671K in Q4 2022.
  • 260 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.