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Venturi Wealth Management’s Commault Systems CVLT Stock Holding History

Venturi Wealth Management’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
2024
Q4 		– Sell
-9
Closed -$1.39K – 1954
2024
Q3 		$1.39K Sell
9
-2
-18% -$282 ﹤0.01% 1728
2024
Q2 		$1.34K Sell
11
-6
-35% -$644 ﹤0.01% 1429
2024
Q1 		$1.73K Buy
+17
New +$1.54K ﹤0.01% 1273

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Venturi Wealth Management's CVLT Position: Q4 2024 in Review

Venturi Wealth Management sold out of Commault Systems (CVLT) in Q4 2024, closing a stake of 9 shares — an estimated $1.39K sold.

Venturi Wealth Management first reported a position in CVLT in Q1 2024 and held it in 3 quarters. The position peaked at $1.73K in Q1 2024. 437 funds tracked by Wall St. Rank hold CVLT as of Q4 2024.

  • Venturi Wealth Management reported no remaining Commault Systems position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 9 Commault Systems shares in Q4 2024, an estimated $1.39K.
  • Venturi Wealth Management first reported a position in Commault Systems in Q1 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Commault Systems position peaked at $1.73K in Q1 2024.
  • 437 funds tracked by Wall St. Rank held Commault Systems as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.