Triad Wealth Partners’s CyberArk CYBR Stock Holding History

Triad Wealth 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
2024 Q3	–	Sell	-28	Closed	-$7.66K	–	242
2024 Q2	$7.66K	Buy	+28	New	+$6.87K	﹤0.01%	489

Other funds holding CYBR

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Triad Wealth Partners's CYBR Position: Q3 2024 in Review

Triad Wealth Partners sold out of CyberArk (CYBR) in Q3 2024, closing a stake of 28 shares — an estimated $7.66K sold.

Triad Wealth Partners first reported a position in CYBR in Q2 2024 and held it in 1 quarter. The position peaked at $7.66K in Q2 2024. 561 funds tracked by Wall St. Rank hold CYBR as of Q3 2024.

Triad Wealth Partners reported no remaining CyberArk position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 28 CyberArk shares in Q3 2024, an estimated $7.66K.
Triad Wealth Partners first reported a position in CyberArk in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's CyberArk position peaked at $7.66K in Q2 2024.
561 funds tracked by Wall St. Rank held CyberArk as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.