KWM
CYBR

Kingsview Wealth Management’s CyberArk CYBR Stock Holding History

Kingsview 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
2022
Q1 		– Sell
-1,493
Closed -$259K – 893
2021
Q4 		$259K Buy
+1,493
New +$262K 0.01% 783
2019
Q3 		– Sell
-2,425
Closed -$310K – 453
2019
Q2 		$310K Buy
2,425
+350
+17% +$44.3K 0.05% 315
2019
Q1 		$247K Buy
+2,075
New +$198K 0.04% 392

Other funds holding CYBR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Kingsview Wealth Management's CYBR Position: Q1 2022 in Review

Kingsview Wealth Management sold out of CyberArk (CYBR) in Q1 2022, closing a stake of 1,493 shares — an estimated $259K sold.

Kingsview Wealth Management first reported a position in CYBR in Q1 2019 and held it in 3 quarters. The position peaked at $310K in Q2 2019. 360 funds tracked by Wall St. Rank hold CYBR as of Q1 2022.

  • Kingsview Wealth Management reported no remaining CyberArk position as of Q1 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,493 CyberArk shares in Q1 2022, an estimated $259K.
  • Kingsview Wealth Management first reported a position in CyberArk in Q1 2019 and held it in 3 quarters.
  • Kingsview Wealth Management's CyberArk position peaked at $310K in Q2 2019.
  • 360 funds tracked by Wall St. Rank held CyberArk as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.