TrinityPoint Wealth’s Commault Systems CVLT Stock Holding History

TrinityPoint Wealth’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
2021 Q3	–	Sell	-3,227	Closed	-$252K	–	308
2021 Q2	$252K	Buy	+3,227	New	+$235K	0.05%	235

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

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 $2.9T AUM 29.55% 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

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

TrinityPoint Wealth's CVLT Position: Q3 2021 in Review

TrinityPoint Wealth sold out of Commault Systems (CVLT) in Q3 2021, closing a stake of 3,227 shares — an estimated $252K sold.

TrinityPoint Wealth first reported a position in CVLT in Q2 2021 and held it in 1 quarter. The position peaked at $252K in Q2 2021. 258 funds tracked by Wall St. Rank hold CVLT as of Q3 2021.

TrinityPoint Wealth reported no remaining Commault Systems position as of Q3 2021 after selling out during the quarter.
TrinityPoint Wealth sold 3,227 Commault Systems shares in Q3 2021, an estimated $252K.
TrinityPoint Wealth first reported a position in Commault Systems in Q2 2021 and held it in 1 quarter.
TrinityPoint Wealth's Commault Systems position peaked at $252K in Q2 2021.
258 funds tracked by Wall St. Rank held Commault Systems as of Q3 2021.

Based on TrinityPoint Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.