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Petra Financial Advisors’s Commault Systems CVLT Stock Holding History

Petra Financial 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
2025
Q1 		– Sell
-2,783
Closed -$420K – 124
2024
Q4 		$420K Sell
2,783
-849
-23% -$137K 0.29% 94
2024
Q3 		$559K Buy
+3,632
New +$511K 0.37% 77

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Petra Financial Advisors's CVLT Position: Q1 2025 in Review

Petra Financial Advisors sold out of Commault Systems (CVLT) in Q1 2025, closing a stake of 2,783 shares — an estimated $420K sold.

Petra Financial Advisors first reported a position in CVLT in Q3 2024 and held it in 2 quarters. The position peaked at $559K in Q3 2024. 425 funds tracked by Wall St. Rank hold CVLT as of Q1 2025.

  • Petra Financial Advisors reported no remaining Commault Systems position as of Q1 2025 after selling out during the quarter.
  • Petra Financial Advisors sold 2,783 Commault Systems shares in Q1 2025, an estimated $420K.
  • Petra Financial Advisors first reported a position in Commault Systems in Q3 2024 and held it in 2 quarters.
  • Petra Financial Advisors's Commault Systems position peaked at $559K in Q3 2024.
  • 425 funds tracked by Wall St. Rank held Commault Systems as of Q1 2025.

Based on Petra Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.