BBPWM
CYBR

Blue Bell Private Wealth Management’s CyberArk CYBR Stock Holding History

Blue Bell Private 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
2025
Q1 		– Sell
-115
Closed -$38.3K – 729
2024
Q4 		$38.3K Hold
115
– – 0.01% 390
2024
Q3 		$33.5K Hold
115
– – 0.01% 410
2024
Q2 		$31.4K Sell
115
-12
-9% -$2.95K 0.01% 410
2024
Q1 		$33.7K Buy
+127
New +$31.5K 0.01% 402

Other funds holding CYBR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Blue Bell Private Wealth Management's CYBR Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of CyberArk (CYBR) in Q1 2025, closing a stake of 115 shares — an estimated $38.3K sold.

Blue Bell Private Wealth Management first reported a position in CYBR in Q1 2024 and held it in 4 quarters. The position peaked at $38.3K in Q4 2024. 660 funds tracked by Wall St. Rank hold CYBR as of Q1 2025.

  • Blue Bell Private Wealth Management reported no remaining CyberArk position as of Q1 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 115 CyberArk shares in Q1 2025, an estimated $38.3K.
  • Blue Bell Private Wealth Management first reported a position in CyberArk in Q1 2024 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's CyberArk position peaked at $38.3K in Q4 2024.
  • 660 funds tracked by Wall St. Rank held CyberArk as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.