WealthPLAN Partners’s Commault Systems CVLT Stock Holding History

WealthPLAN Partners’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	-143	Closed	-$8.11K	–	1286
2023 Q1	$8.11K	Buy	+143	New	+$8.52K	﹤0.01%	917

Other funds holding CVLT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's CVLT Position: Q2 2023 in Review

WealthPLAN Partners sold out of Commault Systems (CVLT) in Q2 2023, closing a stake of 143 shares — an estimated $8.11K sold.

WealthPLAN Partners first reported a position in CVLT in Q1 2023 and held it in 1 quarter. The position peaked at $8.11K in Q1 2023. 259 funds tracked by Wall St. Rank hold CVLT as of Q2 2023.

WealthPLAN Partners reported no remaining Commault Systems position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 143 Commault Systems shares in Q2 2023, an estimated $8.11K.
WealthPLAN Partners first reported a position in Commault Systems in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Commault Systems position peaked at $8.11K in Q1 2023.
259 funds tracked by Wall St. Rank held Commault Systems as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.