BWP
CYBR

Baldwin Wealth Partners’s CyberArk CYBR Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-154
Closed -$44.9K – 420
2024
Q3 		$44.9K Buy
+154
New +$41.7K ﹤0.01% 571

Other funds holding CYBR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Baldwin Wealth Partners's CYBR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of CyberArk (CYBR) in Q4 2024, closing a stake of 154 shares — an estimated $44.9K sold.

Baldwin Wealth Partners first reported a position in CYBR in Q3 2024 and held it in 1 quarter. The position peaked at $44.9K in Q3 2024. 616 funds tracked by Wall St. Rank hold CYBR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining CyberArk position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 154 CyberArk shares in Q4 2024, an estimated $44.9K.
  • Baldwin Wealth Partners first reported a position in CyberArk in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's CyberArk position peaked at $44.9K in Q3 2024.
  • 616 funds tracked by Wall St. Rank held CyberArk as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.