SFP
CYBR

Shepherd Financial Partners’s CyberArk CYBR Stock Holding History

Shepherd Financial Partners’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
2021
Q3 		– Sell
-5,351
Closed -$697K – 151
2021
Q2 		$697K Buy
5,351
+9
+0.2% +$1.2K 0.13% 99
2021
Q1 		$691K Buy
5,342
+115
+2% +$17.4K 0.15% 101
2020
Q4 		$842K Buy
5,227
+181
+4% +$21.1K 0.19% 90
2020
Q3 		$522K Buy
+5,046
New +$544K 0.12% 93

Other funds holding CYBR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Shepherd Financial Partners's CYBR Position: Q3 2021 in Review

Shepherd Financial Partners sold out of CyberArk (CYBR) in Q3 2021, closing a stake of 5,351 shares — an estimated $697K sold.

Shepherd Financial Partners first reported a position in CYBR in Q3 2020 and held it in 4 quarters. The position peaked at $842K in Q4 2020. 324 funds tracked by Wall St. Rank hold CYBR as of Q3 2021.

  • Shepherd Financial Partners reported no remaining CyberArk position as of Q3 2021 after selling out during the quarter.
  • Shepherd Financial Partners sold 5,351 CyberArk shares in Q3 2021, an estimated $697K.
  • Shepherd Financial Partners first reported a position in CyberArk in Q3 2020 and held it in 4 quarters.
  • Shepherd Financial Partners's CyberArk position peaked at $842K in Q4 2020.
  • 324 funds tracked by Wall St. Rank held CyberArk as of Q3 2021.

Based on Shepherd Financial Partners's 13F filing for Q3 2021, filed 15 Nov 2021.