Avantax Planning Partners’s CyberArk CYBR Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-300	Closed	-$15K	–	509
2018 Q1	$15K	Buy	+300	New	+$14K	﹤0.01%	883

Other funds holding CYBR

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Avantax Planning Partners's CYBR Position: Q2 2018 in Review

Avantax Planning Partners sold out of CyberArk (CYBR) in Q2 2018, closing a stake of 300 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in CYBR in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 181 funds tracked by Wall St. Rank hold CYBR as of Q2 2018.

Avantax Planning Partners reported no remaining CyberArk position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 300 CyberArk shares in Q2 2018, an estimated $15K.
Avantax Planning Partners first reported a position in CyberArk in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's CyberArk position peaked at $15K in Q1 2018.
181 funds tracked by Wall St. Rank held CyberArk as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.