CAS
CYBR

Coppell Advisory Solutions’s CyberArk CYBR Stock Holding History

Coppell Advisory Solutions’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
-149
Closed -$47.6K – 659
2024
Q4 		$47.6K Buy
149
+114
+326% +$34.6K 0.01% 604
2024
Q3 		$9.9K Hold
35
– – ﹤0.01% 1090
2024
Q2 		$9.57K Buy
+35
New +$8.59K ﹤0.01% 1018
2023
Q4 		$8.11K Buy
+37
New +$6.86K ﹤0.01% 986

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 $145B AUM 34.61% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 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 $94.8B AUM 24.11% 1-Year Est. Return

Coppell Advisory Solutions's CYBR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of CyberArk (CYBR) in Q1 2025, closing a stake of 149 shares — an estimated $47.6K sold.

Coppell Advisory Solutions first reported a position in CYBR in Q4 2023 and held it in 4 quarters. The position peaked at $47.6K in Q4 2024. 660 funds tracked by Wall St. Rank hold CYBR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining CyberArk position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 149 CyberArk shares in Q1 2025, an estimated $47.6K.
  • Coppell Advisory Solutions first reported a position in CyberArk in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's CyberArk position peaked at $47.6K in Q4 2024.
  • 660 funds tracked by Wall St. Rank held CyberArk as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.