Howe & Rusling’s CyberArk CYBR Stock Holding History

Howe & Rusling’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	–	Sell	-34	Closed	-$5K	–	495
2022 Q3	$5K	Buy	34 +5	+17%	+$714	﹤0.01%	654
2022 Q2	$4K	Sell	29 -3	-9%	-$433	﹤0.01%	686
2022 Q1	$5K	Hold	32	–	–	﹤0.01%	642
2021 Q4	$6K	Buy	32 +3	+10%	+$526	﹤0.01%	618
2021 Q3	$5K	Buy	+29	New	+$4.41K	﹤0.01%	636
2018 Q2	–	Sell	-40	Closed	-$2K	–	846
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	768
2017 Q4	$2K	Hold	40	–	–	﹤0.01%	704
2017 Q3	$2K	Hold	40	–	–	﹤0.01%	738
2017 Q2	$2K	Hold	40	–	–	﹤0.01%	800
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	829
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	850
2016 Q3	$2K	Hold	40	–	–	﹤0.01%	844
2016 Q2	$2K	Hold	40	–	–	﹤0.01%	806
2016 Q1	$2K	Hold	40	–	–	﹤0.01%	839
2015 Q4	$2K	Hold	40	–	–	﹤0.01%	814
2015 Q3	$2K	Hold	40	–	–	﹤0.01%	813
2015 Q2	$3K	Buy	+40	New	+$2.56K	﹤0.01%	765

Other funds holding CYBR

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

BlackRock New York $5.72T AUM 30.48% 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

Howe & Rusling's CYBR Position: Q4 2022 in Review

Howe & Rusling sold out of CyberArk (CYBR) in Q4 2022, closing a stake of 34 shares — an estimated $5K sold.

Howe & Rusling first reported a position in CYBR in Q2 2015 and held it in 17 quarters. The position peaked at $6K in Q4 2021. 392 funds tracked by Wall St. Rank hold CYBR as of Q4 2022.

Howe & Rusling reported no remaining CyberArk position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 34 CyberArk shares in Q4 2022, an estimated $5K.
Howe & Rusling first reported a position in CyberArk in Q2 2015 and held it in 17 quarters.
Howe & Rusling's CyberArk position peaked at $6K in Q4 2021.
392 funds tracked by Wall St. Rank held CyberArk as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.