Sierra Summit Advisors’s Commault Systems CVLT Stock Holding History

Sierra Summit 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	-3,659	Closed	-$552K	–	180
2024 Q4	$552K	Buy	+3,659	New	+$589K	0.11%	108

Other funds holding CVLT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sierra Summit Advisors's CVLT Position: Q1 2025 in Review

Sierra Summit Advisors sold out of Commault Systems (CVLT) in Q1 2025, closing a stake of 3,659 shares — an estimated $552K sold.

Sierra Summit Advisors first reported a position in CVLT in Q4 2024 and held it in 1 quarter. The position peaked at $552K in Q4 2024. 425 funds tracked by Wall St. Rank hold CVLT as of Q1 2025.

Sierra Summit Advisors reported no remaining Commault Systems position as of Q1 2025 after selling out during the quarter.
Sierra Summit Advisors sold 3,659 Commault Systems shares in Q1 2025, an estimated $552K.
Sierra Summit Advisors first reported a position in Commault Systems in Q4 2024 and held it in 1 quarter.
Sierra Summit Advisors's Commault Systems position peaked at $552K in Q4 2024.
425 funds tracked by Wall St. Rank held Commault Systems as of Q1 2025.

Based on Sierra Summit Advisors's 13F filing for Q1 2025, filed 12 May 2025.