Avalon Investment & Advisory’s CyberArk CYBR Stock Holding History

Avalon Investment & Advisory’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	-11,165	Closed	-$1.44M	–	355
2021 Q1	$1.44M	Buy	11,165 +662	+6%	+$100K	0.03%	210
2020 Q4	$1.7M	Sell	10,503 -79	-0.7%	-$9.19K	0.03%	212
2020 Q3	$1.09M	Buy	10,582 +65	+0.6%	+$7K	0.02%	213
2020 Q2	$1.04M	Sell	10,517 -1,697	-14%	-$165K	0.02%	210
2020 Q1	$1.04M	Buy	+12,214	New	+$1.41M	0.03%	219
2019 Q2	–	Sell	-29,510	Closed	-$3.51M	–	320
2019 Q1	$3.51M	Buy	29,510 +474	+2%	+$45.3K	0.08%	166
2018 Q4	$2.15M	Buy	+29,036	New	+$2.07M	0.06%	202

Other funds holding CYBR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Avalon Investment & Advisory's CYBR Position: Q2 2021 in Review

Avalon Investment & Advisory sold out of CyberArk (CYBR) in Q2 2021, closing a stake of 11,165 shares — an estimated $1.44M sold.

Avalon Investment & Advisory first reported a position in CYBR in Q4 2018 and held it in 7 quarters. The position peaked at $3.51M in Q1 2019. 315 funds tracked by Wall St. Rank hold CYBR as of Q2 2021.

Avalon Investment & Advisory reported no remaining CyberArk position as of Q2 2021 after selling out during the quarter.
Avalon Investment & Advisory sold 11,165 CyberArk shares in Q2 2021, an estimated $1.44M.
Avalon Investment & Advisory first reported a position in CyberArk in Q4 2018 and held it in 7 quarters.
Avalon Investment & Advisory's CyberArk position peaked at $3.51M in Q1 2019.
315 funds tracked by Wall St. Rank held CyberArk as of Q2 2021.

Based on Avalon Investment & Advisory's 13F filing for Q2 2021, filed 29 Jul 2021.