LWS
CYBR

Lucia Wealth Services’s CyberArk CYBR Stock Holding History

Lucia Wealth 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
2020
Q3 		$2.45M Buy
23,723
+6,562
+38% +$707K 0.58% 37
2020
Q2 		$1.7M Buy
17,161
+360
+2% +$35K 0.45% 39
2020
Q1 		$1.44M Buy
16,801
+3,159
+23% +$364K 0.48% 37
2019
Q4 		$1.59M Buy
13,642
+68
+0.5% +$7.63K 0.49% 43
2019
Q3 		$1.35M Buy
13,574
+3,243
+31% +$391K 0.45% 44
2019
Q2 		$1.32M Sell
10,331
-4,443
-30% -$562K 0.45% 46
2019
Q1 		$1.76M Sell
14,774
-3,299
-18% -$315K 0.6% 35
2018
Q4 		$1.34M Sell
18,073
-10,320
-36% -$737K 0.63% 40
2018
Q3 		$2.27M Sell
28,393
-2,676
-9% -$188K 0.71% 33
2018
Q2 		$1.96M Buy
+31,069
New +$1.81M 0.86% 29

Other funds holding CYBR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Lucia Wealth Services's CYBR Position: Q3 2020 in Review

Lucia Wealth Services increased its CyberArk (CYBR) stake by 38% in Q3 2020, buying an estimated $707K and bringing the position to 23,723 shares worth $2.45M. The position accounts for 0.58% of the portfolio, ranked #37.

Lucia Wealth Services first reported a position in CYBR in Q2 2018 and has held it in 10 quarters since. 303 funds tracked by Wall St. Rank hold CYBR as of Q3 2020.

  • Lucia Wealth Services held 23,723 shares of CyberArk worth $2.45M as of Q3 2020.
  • Lucia Wealth Services bought 6,562 CyberArk shares in Q3 2020, an estimated $707K.
  • CyberArk made up 0.58% of Lucia Wealth Services's portfolio in Q3 2020, its #37 holding.
  • Lucia Wealth Services first reported a position in CyberArk in Q2 2018 and has held it in 10 quarters since.
  • 303 funds tracked by Wall St. Rank held CyberArk as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.