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Mark Sheptoff Financial Planning’s Varonis Systems VRNS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio VRNS Stock Details VRNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,100
Closed -$125K – 362
2018
Q3 		$125K Sell
5,100
-2,175
-30% -$52.8K 0.09% 119
2018
Q2 		$181K Buy
7,275
+450
+7% +$10.8K 0.13% 100
2018
Q1 		$138K Buy
6,825
+525
+8% +$9.72K 0.1% 117
2017
Q4 		$102K Buy
6,300
+1,500
+31% +$23.5K 0.07% 136
2017
Q3 		$67K Sell
4,800
-3,000
-38% -$38.7K 0.05% 165
2017
Q2 		$97K Buy
+7,800
New +$89.4K 0.07% 142

Other funds holding VRNS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Mark Sheptoff Financial Planning's VRNS Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of Varonis Systems (VRNS) in Q4 2018, closing a stake of 5,100 shares — an estimated $125K sold.

Mark Sheptoff Financial Planning first reported a position in VRNS in Q2 2017 and held it in 6 quarters. The position peaked at $181K in Q2 2018. 203 funds tracked by Wall St. Rank hold VRNS as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining Varonis Systems position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 5,100 Varonis Systems shares in Q4 2018, an estimated $125K.
  • Mark Sheptoff Financial Planning first reported a position in Varonis Systems in Q2 2017 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Varonis Systems position peaked at $181K in Q2 2018.
  • 203 funds tracked by Wall St. Rank held Varonis Systems as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.