Atria Wealth Solutions’s CyberArk CYBR Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$867K	Sell	2,131 -113	-5%	-$41.2K	0.02%	699
2025 Q1	$758K	Sell	2,244 -237	-10%	-$85.2K	0.01%	993
2024 Q4	$827K	Buy	2,481 +641	+35%	+$195K	0.01%	1008
2024 Q3	$537K	Sell	1,840 -45	-2%	-$12.2K	0.01%	1215
2024 Q2	$515K	Sell	1,885 -733	-28%	-$180K	0.01%	1220
2024 Q1	$695K	Buy	2,618 +1,495	+133%	+$370K	0.01%	1086
2023 Q4	$246K	Buy	+1,123	New	+$208K	﹤0.01%	1640

Other funds holding CYBR

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Atria Wealth Solutions's CYBR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its CyberArk (CYBR) stake by 5% in Q2 2025, selling an estimated $41.2K and leaving 2,131 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #699.

Atria Wealth Solutions first reported a position in CYBR in Q4 2023 and has held it in 7 quarters since. 742 funds tracked by Wall St. Rank hold CYBR as of Q2 2025.

Atria Wealth Solutions held 2,131 shares of CyberArk worth $867K as of Q2 2025.
Atria Wealth Solutions sold 113 CyberArk shares in Q2 2025, an estimated $41.2K.
CyberArk made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #699 holding.
Atria Wealth Solutions first reported a position in CyberArk in Q4 2023 and has held it in 7 quarters since.
742 funds tracked by Wall St. Rank held CyberArk as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.