LWM
CYBR

Liberty Wealth Management’s CyberArk CYBR Stock Holding History

Liberty 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
2021
Q4 		– Sell
-150
Closed -$24K – 371
2021
Q3 		$24K Buy
+150
New +$22.8K 0.01% 598
2020
Q3 		– Sell
-42
Closed -$4K – 873
2020
Q2 		$4K Sell
42
-29
-41% -$2.82K ﹤0.01% 638
2020
Q1 		$6K Buy
71
+7
+11% +$807 0.01% 535
2019
Q4 		$7K Buy
64
+59
+1,180% +$6.62K 0.01% 611
2019
Q3 		$0 Buy
+5
New +$603 ﹤0.01% 893
2019
Q2 		– Sell
-5
Closed – – 905
2019
Q1 		$0 Hold
5
– – ﹤0.01% 754
2018
Q4 		$0 Buy
+5
New +$357 ﹤0.01% 760

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Liberty Wealth Management's CYBR Position: Q4 2021 in Review

Liberty Wealth Management sold out of CyberArk (CYBR) in Q4 2021, closing a stake of 150 shares — an estimated $24K sold.

Liberty Wealth Management first reported a position in CYBR in Q4 2018 and held it in 7 quarters. The position peaked at $24K in Q3 2021. 362 funds tracked by Wall St. Rank hold CYBR as of Q4 2021.

  • Liberty Wealth Management reported no remaining CyberArk position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 150 CyberArk shares in Q4 2021, an estimated $24K.
  • Liberty Wealth Management first reported a position in CyberArk in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's CyberArk position peaked at $24K in Q3 2021.
  • 362 funds tracked by Wall St. Rank held CyberArk as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.