AWM
CYBR

AllSquare Wealth Management’s CyberArk CYBR Stock Holding History

AllSquare 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
2017
Q2 		– Sell
-100
Closed -$5K – 203
2017
Q1 		$5K Hold
100
– – ﹤0.01% 298
2016
Q4 		$5K Hold
100
– – ﹤0.01% 274
2016
Q3 		$5K Hold
100
– – ﹤0.01% 258
2016
Q2 		$5K Hold
100
– – 0.01% 244
2016
Q1 		$4K Hold
100
– – ﹤0.01% 255
2015
Q4 		$5K Hold
100
– – 0.01% 243
2015
Q3 		$5K Hold
100
– – 0.01% 248
2015
Q2 		$6K Hold
100
– – 0.01% 258
2015
Q1 		$6K Buy
+100
New +$4.72K 0.01% 259

Other funds holding CYBR

PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllSquare Wealth Management's CYBR Position: Q2 2017 in Review

AllSquare Wealth Management sold out of CyberArk (CYBR) in Q2 2017, closing a stake of 100 shares — an estimated $5K sold.

AllSquare Wealth Management first reported a position in CYBR in Q1 2015 and held it in 9 quarters. The position peaked at $6K in Q2 2015. 162 funds tracked by Wall St. Rank hold CYBR as of Q2 2017.

  • AllSquare Wealth Management reported no remaining CyberArk position as of Q2 2017 after selling out during the quarter.
  • AllSquare Wealth Management sold 100 CyberArk shares in Q2 2017, an estimated $5K.
  • AllSquare Wealth Management first reported a position in CyberArk in Q1 2015 and held it in 9 quarters.
  • AllSquare Wealth Management's CyberArk position peaked at $6K in Q2 2015.
  • 162 funds tracked by Wall St. Rank held CyberArk as of Q2 2017.

Based on AllSquare Wealth Management's 13F filing for Q2 2017, filed 8 Aug 2017.