Avantax Advisory Services’s CyberArk CYBR Stock Holding History

Avantax Advisory Services’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	$706K	Sell	1,734 -164	-9%	-$59.8K	﹤0.01%	1375
2025 Q1	$642K	Sell	1,898 -286	-13%	-$103K	﹤0.01%	1354
2024 Q4	$728K	Buy	2,184 +114	+6%	+$34.6K	﹤0.01%	1219
2024 Q3	$604K	Sell	2,070 -18	-0.9%	-$4.87K	﹤0.01%	1289
2024 Q2	$571K	Buy	+2,088	New	+$513K	﹤0.01%	1284
2020 Q4	–	Sell	-10,138	Closed	-$1.05M	–	1021
2020 Q3	$1.05M	Buy	+10,138	New	+$1.09M	0.02%	526

Other funds holding CYBR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Avantax Advisory Services's CYBR Position: Q2 2025 in Review

Avantax Advisory Services reduced its CyberArk (CYBR) stake by 8.6% in Q2 2025, selling an estimated $59.8K and leaving 1,734 shares worth $706K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Avantax Advisory Services first reported a position in CYBR in Q3 2020 and has held it in 6 quarters since. The position peaked at $1.05M in Q3 2020. 742 funds tracked by Wall St. Rank hold CYBR as of Q2 2025.

Avantax Advisory Services held 1,734 shares of CyberArk worth $706K as of Q2 2025.
Avantax Advisory Services sold 164 CyberArk shares in Q2 2025, an estimated $59.8K.
CyberArk made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1375 holding.
Avantax Advisory Services first reported a position in CyberArk in Q3 2020 and has held it in 6 quarters since.
Avantax Advisory Services's CyberArk position peaked at $1.05M in Q3 2020.
742 funds tracked by Wall St. Rank held CyberArk as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.