BHWM
CYBR

Beaird Harris Wealth Management’s CyberArk CYBR Stock Holding History

Beaird Harris 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
Q3 		– Sell
-57
Closed -$15.7K – 564
2024
Q2 		$15.7K Buy
+57
New +$14K ﹤0.01% 321

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Beaird Harris Wealth Management's CYBR Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of CyberArk (CYBR) in Q3 2024, closing a stake of 57 shares — an estimated $15.7K sold.

Beaird Harris Wealth Management first reported a position in CYBR in Q2 2024 and held it in 1 quarter. The position peaked at $15.7K in Q2 2024. 561 funds tracked by Wall St. Rank hold CYBR as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining CyberArk position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 57 CyberArk shares in Q3 2024, an estimated $15.7K.
  • Beaird Harris Wealth Management first reported a position in CyberArk in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's CyberArk position peaked at $15.7K in Q2 2024.
  • 561 funds tracked by Wall St. Rank held CyberArk as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.