MWM
CYBR

Mascoma Wealth Management’s CyberArk CYBR Stock Holding History

Mascoma 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
2019
Q3 		– Sell
-600
Closed -$77K – 136
2019
Q2 		$77K Hold
600
– – 0.05% 132
2019
Q1 		$71K Hold
600
– – 0.05% 128
2018
Q4 		$44K Buy
600
+105
+21% +$7.5K 0.03% 149
2018
Q3 		$40K Buy
+495
New +$34.8K 0.03% 172

Other funds holding CYBR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 1-Year Est. Return

Mascoma Wealth Management's CYBR Position: Q3 2019 in Review

Mascoma Wealth Management sold out of CyberArk (CYBR) in Q3 2019, closing a stake of 600 shares — an estimated $77K sold.

Mascoma Wealth Management first reported a position in CYBR in Q3 2018 and held it in 4 quarters. The position peaked at $77K in Q2 2019. 307 funds tracked by Wall St. Rank hold CYBR as of Q3 2019.

  • Mascoma Wealth Management reported no remaining CyberArk position as of Q3 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 600 CyberArk shares in Q3 2019, an estimated $77K.
  • Mascoma Wealth Management first reported a position in CyberArk in Q3 2018 and held it in 4 quarters.
  • Mascoma Wealth Management's CyberArk position peaked at $77K in Q2 2019.
  • 307 funds tracked by Wall St. Rank held CyberArk as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.