LWA
CYBR

Lenox Wealth Advisors’s CyberArk CYBR Stock Holding History

Lenox Wealth Advisors’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
2021
Q3 		– Sell
-230
Closed -$30K – 727
2021
Q2 		$30K Hold
230
– – ﹤0.01% 298
2021
Q1 		$30K Hold
230
– – ﹤0.01% 250
2020
Q4 		$37K Hold
230
– – 0.01% 220
2020
Q3 		$24K Hold
230
– – ﹤0.01% 256
2020
Q2 		$23K Hold
230
– – ﹤0.01% 266
2020
Q1 		$20K Hold
230
– – ﹤0.01% 258
2019
Q4 		$27K Buy
+230
New +$25.8K ﹤0.01% 281

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lenox Wealth Advisors's CYBR Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of CyberArk (CYBR) in Q3 2021, closing a stake of 230 shares — an estimated $30K sold.

Lenox Wealth Advisors first reported a position in CYBR in Q4 2019 and held it in 7 quarters. The position peaked at $37K in Q4 2020. 324 funds tracked by Wall St. Rank hold CYBR as of Q3 2021.

  • Lenox Wealth Advisors reported no remaining CyberArk position as of Q3 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 230 CyberArk shares in Q3 2021, an estimated $30K.
  • Lenox Wealth Advisors first reported a position in CyberArk in Q4 2019 and held it in 7 quarters.
  • Lenox Wealth Advisors's CyberArk position peaked at $37K in Q4 2020.
  • 324 funds tracked by Wall St. Rank held CyberArk as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.