RFG Advisory’s CyberArk CYBR Stock Holding History

RFG Advisory’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 Q1	–	Sell	-2,436	Closed	-$356K	–	637
2022 Q4	$356K	Sell	2,436 -814	-25%	-$118K	0.02%	475
2022 Q3	$475K	Buy	+3,250	New	+$464K	0.03%	389

Other funds holding CYBR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

RFG Advisory's CYBR Position: Q1 2023 in Review

RFG Advisory sold out of CyberArk (CYBR) in Q1 2023, closing a stake of 2,436 shares — an estimated $356K sold.

RFG Advisory first reported a position in CYBR in Q3 2022 and held it in 2 quarters. The position peaked at $475K in Q3 2022. 378 funds tracked by Wall St. Rank hold CYBR as of Q1 2023.

RFG Advisory reported no remaining CyberArk position as of Q1 2023 after selling out during the quarter.
RFG Advisory sold 2,436 CyberArk shares in Q1 2023, an estimated $356K.
RFG Advisory first reported a position in CyberArk in Q3 2022 and held it in 2 quarters.
RFG Advisory's CyberArk position peaked at $475K in Q3 2022.
378 funds tracked by Wall St. Rank held CyberArk as of Q1 2023.

Based on RFG Advisory's 13F filing for Q1 2023, filed 9 May 2023.