MIA
CYBR

Milestone Investment Advisors’s CyberArk CYBR Stock Holding History

Milestone Investment Advisors’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
-17
Closed -$2.79K – 202
2023
Q3 		$2.79K Buy
+17
New +$2.73K ﹤0.01% 347
2023
Q2 		– Sell
-16
Closed -$2.37K – 197
2023
Q1 		$2.37K Buy
+16
New +$2.24K ﹤0.01% 368

Other funds holding CYBR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Milestone Investment Advisors's CYBR Position: Q4 2023 in Review

Milestone Investment Advisors sold out of CyberArk (CYBR) in Q4 2023, closing a stake of 17 shares — an estimated $2.79K sold.

Milestone Investment Advisors first reported a position in CYBR in Q1 2023 and held it in 2 quarters. The position peaked at $2.79K in Q3 2023. 466 funds tracked by Wall St. Rank hold CYBR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining CyberArk position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 17 CyberArk shares in Q4 2023, an estimated $2.79K.
  • Milestone Investment Advisors first reported a position in CyberArk in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's CyberArk position peaked at $2.79K in Q3 2023.
  • 466 funds tracked by Wall St. Rank held CyberArk as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.