Patriot Financial Group Insurance Agency’s Commault Systems CVLT Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-157	Closed	-$10K	–	730
2022 Q2	$10K	Buy	157 +49	+45%	+$3.04K	﹤0.01%	1230
2022 Q1	$7K	Sell	108 -4	-4%	-$263	﹤0.01%	1482
2021 Q4	$8K	Buy	112 +62	+124%	+$4.23K	﹤0.01%	1560
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	1750
2021 Q2	$4K	Buy	+50	New	+$3.63K	﹤0.01%	1698
2020 Q4	–	Sell	-4	Closed	–	–	1870
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1699
2020 Q2	$0	Hold	4	–	–	﹤0.01%	1677
2020 Q1	$0	Buy	4 +3	+300%	+$130	﹤0.01%	1586
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1337
2019 Q3	$0	Buy	+1	New	+$46	﹤0.01%	1328

Other funds holding CVLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CVLT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Commault Systems (CVLT) in Q3 2022, closing a stake of 157 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in CVLT in Q3 2019 and held it in 10 quarters. The position peaked at $10K in Q2 2022. 238 funds tracked by Wall St. Rank hold CVLT as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Commault Systems position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 157 Commault Systems shares in Q3 2022, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in Commault Systems in Q3 2019 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Commault Systems position peaked at $10K in Q2 2022.
238 funds tracked by Wall St. Rank held Commault Systems as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.