TCI Wealth Advisors’s Commault Systems CVLT Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-189	Closed	-$10.7K	–	688
2023 Q1	$10.7K	Sell	189 -1	-0.5%	-$60	﹤0.01%	1050
2022 Q4	$11.9K	Buy	190 +120	+171%	+$7.44K	﹤0.01%	945
2022 Q3	$4K	Sell	70 -30	-30%	-$1.7K	﹤0.01%	1583
2022 Q2	$6K	Buy	+100	New	+$6.21K	﹤0.01%	1334
2022 Q1	–	Sell	-60	Closed	-$4K	–	2271
2021 Q4	$4K	Sell	60 -63	-51%	-$4.3K	﹤0.01%	1788
2021 Q3	$9K	Buy	123 +76	+162%	+$5.9K	﹤0.01%	1152
2021 Q2	$4K	Buy	47 +11	+31%	+$799	﹤0.01%	1551
2021 Q1	$2K	Buy	+36	New	+$2.29K	﹤0.01%	1710
2018 Q4	–	Sell	-11	Closed	-$1K	–	1474
2018 Q3	$1K	Sell	11 -20	-65%	-$1.35K	﹤0.01%	1189
2018 Q2	$2K	Buy	+31	New	+$2.13K	﹤0.01%	1050

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

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

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

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

TCI Wealth Advisors's CVLT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Commault Systems (CVLT) in Q2 2023, closing a stake of 189 shares — an estimated $10.7K sold.

TCI Wealth Advisors first reported a position in CVLT in Q2 2018 and held it in 10 quarters. The position peaked at $11.9K in Q4 2022. 259 funds tracked by Wall St. Rank hold CVLT as of Q2 2023.

TCI Wealth Advisors reported no remaining Commault Systems position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 189 Commault Systems shares in Q2 2023, an estimated $10.7K.
TCI Wealth Advisors first reported a position in Commault Systems in Q2 2018 and held it in 10 quarters.
TCI Wealth Advisors's Commault Systems position peaked at $11.9K in Q4 2022.
259 funds tracked by Wall St. Rank held Commault Systems as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.