Heritage Wealth Management (Arizona)’s CyberArk CYBR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$59.1K	Buy	456 +211	+86%	+$30.5K	0.01%	477
2022 Q3	$37K	Sell	245 -68	-22%	-$9.71K	0.01%	441
2022 Q2	$40.1K	Hold	313	–	–	0.01%	453
2022 Q1	$53K	Buy	+313	New	+$47.5K	0.01%	463
2021 Q3	$65K	Sell	409 -114	-22%	-$17.3K	0.02%	414
2021 Q2	$68K	Sell	523 -779	-60%	-$104K	0.03%	405
2021 Q1	$168K	Buy	+1,302	New	+$197K	0.09%	191

Other funds holding CYBR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CYBR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its CyberArk (CYBR) stake by 86% in Q4 2022, buying an estimated $30.5K and bringing the position to 456 shares worth $59.1K. The position accounts for 0.01% of the portfolio, ranked #477.

Heritage Wealth Management (Arizona) first reported a position in CYBR in Q1 2021 and has held it in 7 quarters since. The position peaked at $168K in Q1 2021. 392 funds tracked by Wall St. Rank hold CYBR as of Q4 2022.

Heritage Wealth Management (Arizona) held 456 shares of CyberArk worth $59.1K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 211 CyberArk shares in Q4 2022, an estimated $30.5K.
CyberArk made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #477 holding.
Heritage Wealth Management (Arizona) first reported a position in CyberArk in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s CyberArk position peaked at $168K in Q1 2021.
392 funds tracked by Wall St. Rank held CyberArk as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.