Lloyd Advisory Services’s CyberArk CYBR Stock Holding History

Lloyd Advisory Services’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
2023 Q4	–	Sell	-1,483	Closed	-$243K	–	193
2023 Q3	$243K	Buy	+1,483	New	+$238K	0.08%	211

Other funds holding CYBR

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

BCM

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

Lloyd Advisory Services's CYBR Position: Q4 2023 in Review

Lloyd Advisory Services sold out of CyberArk (CYBR) in Q4 2023, closing a stake of 1,483 shares — an estimated $243K sold.

Lloyd Advisory Services first reported a position in CYBR in Q3 2023 and held it in 1 quarter. The position peaked at $243K in Q3 2023. 466 funds tracked by Wall St. Rank hold CYBR as of Q4 2023.

Lloyd Advisory Services reported no remaining CyberArk position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 1,483 CyberArk shares in Q4 2023, an estimated $243K.
Lloyd Advisory Services first reported a position in CyberArk in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's CyberArk position peaked at $243K in Q3 2023.
466 funds tracked by Wall St. Rank held CyberArk as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.