AWM
CYBR

AE Wealth Management’s CyberArk CYBR Stock Holding History

AE Wealth Management’s Portfolio CYBR Stock Details CYBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,493
Closed -$452K – 1604
2021
Q1 		$452K Sell
3,493
-4,085
-54% -$619K ﹤0.01% 1070
2020
Q4 		$1.23M Sell
7,578
-2,243
-23% -$261K 0.01% 650
2020
Q3 		$1.02M Sell
9,821
-532
-5% -$57.3K 0.01% 630
2020
Q2 		$1.03M Sell
10,353
-1,647
-14% -$160K 0.02% 610
2020
Q1 		$1.03M Buy
+12,000
New +$1.38M 0.02% 478
2019
Q3 		– Sell
-2,217
Closed -$283K – 1002
2019
Q2 		$283K Buy
+2,217
New +$281K 0.01% 771

Other funds holding CYBR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

AE Wealth Management's CYBR Position: Q2 2021 in Review

AE Wealth Management sold out of CyberArk (CYBR) in Q2 2021, closing a stake of 3,493 shares — an estimated $452K sold.

AE Wealth Management first reported a position in CYBR in Q2 2019 and held it in 6 quarters. The position peaked at $1.23M in Q4 2020. 315 funds tracked by Wall St. Rank hold CYBR as of Q2 2021.

  • AE Wealth Management reported no remaining CyberArk position as of Q2 2021 after selling out during the quarter.
  • AE Wealth Management sold 3,493 CyberArk shares in Q2 2021, an estimated $452K.
  • AE Wealth Management first reported a position in CyberArk in Q2 2019 and held it in 6 quarters.
  • AE Wealth Management's CyberArk position peaked at $1.23M in Q4 2020.
  • 315 funds tracked by Wall St. Rank held CyberArk as of Q2 2021.

Based on AE Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.