AWM
CYBR

Axxcess Wealth Management’s CyberArk CYBR Stock Holding History

Axxcess 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
2024
Q2 		– Sell
-2,775
Closed -$737K – 867
2024
Q1 		$737K Buy
+2,775
New +$687K 0.02% 443

Other funds holding CYBR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Axxcess Wealth Management's CYBR Position: Q2 2024 in Review

Axxcess Wealth Management sold out of CyberArk (CYBR) in Q2 2024, closing a stake of 2,775 shares — an estimated $737K sold.

Axxcess Wealth Management first reported a position in CYBR in Q1 2024 and held it in 1 quarter. The position peaked at $737K in Q1 2024. 549 funds tracked by Wall St. Rank hold CYBR as of Q2 2024.

  • Axxcess Wealth Management reported no remaining CyberArk position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,775 CyberArk shares in Q2 2024, an estimated $737K.
  • Axxcess Wealth Management first reported a position in CyberArk in Q1 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's CyberArk position peaked at $737K in Q1 2024.
  • 549 funds tracked by Wall St. Rank held CyberArk as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.