Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 3 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in COMMVAULT SYS INC (CVLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,106 | -5,859 | -84.1% | 0.02% | $209K | $188.78 |
| 2021 Q3 | REDUCED | 6,965 | -64 | -0.9% | 0.07% | $525K | $75.31 |
| 2021 Q2 | INITIATED | 7,029 | — | — | 0.07% | $549K | $78.17 |
As of 2025 Q4 — sorted by position size