PCWA
CYBR

Pacific Capital Wealth Advisors’s CyberArk CYBR Stock Holding History

Pacific Capital Wealth 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
2024
Q2 		– Sell
-7
Closed -$1.86K – 580
2024
Q1 		$1.86K Buy
+7
New +$1.73K ﹤0.01% 442

Other funds holding CYBR

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Wellington Management Group
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Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Pacific Capital Wealth Advisors's CYBR Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of CyberArk (CYBR) in Q2 2024, closing a stake of 7 shares — an estimated $1.86K sold.

Pacific Capital Wealth Advisors first reported a position in CYBR in Q1 2024 and held it in 1 quarter. The position peaked at $1.86K in Q1 2024. 549 funds tracked by Wall St. Rank hold CYBR as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining CyberArk position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 7 CyberArk shares in Q2 2024, an estimated $1.86K.
  • Pacific Capital Wealth Advisors first reported a position in CyberArk in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's CyberArk position peaked at $1.86K in Q1 2024.
  • 549 funds tracked by Wall St. Rank held CyberArk as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.