VFA
CYBR

Valeo Financial Advisors’s CyberArk CYBR Stock Holding History

Valeo Financial 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
2020
Q2 		– Sell
-300
Closed -$27K – 2049
2020
Q1 		$27K Sell
300
-222
-43% -$25.6K ﹤0.01% 795
2019
Q4 		$61K Buy
522
+22
+4% +$2.47K 0.01% 574
2019
Q3 		$50K Buy
500
+3
+0.6% +$362 0.01% 604
2019
Q2 		$64K Sell
497
-8
-2% -$1.01K 0.01% 532
2019
Q1 		$60K Buy
505
+455
+910% +$43.5K 0.01% 520
2018
Q4 		$4K Hold
50
– – ﹤0.01% 1129
2018
Q3 		$3K Hold
50
– – ﹤0.01% 1335
2018
Q2 		$4K Hold
50
– – ﹤0.01% 1186
2018
Q1 		$3K Hold
50
– – ﹤0.01% 1246
2017
Q4 		$2K Hold
50
– – ﹤0.01% 1172
2017
Q3 		$2K Buy
+50
New +$2.12K ﹤0.01% 1005

Other funds holding CYBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Valeo Financial Advisors's CYBR Position: Q2 2020 in Review

Valeo Financial Advisors sold out of CyberArk (CYBR) in Q2 2020, closing a stake of 300 shares — an estimated $27K sold.

Valeo Financial Advisors first reported a position in CYBR in Q3 2017 and held it in 11 quarters. The position peaked at $64K in Q2 2019. 287 funds tracked by Wall St. Rank hold CYBR as of Q2 2020.

  • Valeo Financial Advisors reported no remaining CyberArk position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 300 CyberArk shares in Q2 2020, an estimated $27K.
  • Valeo Financial Advisors first reported a position in CyberArk in Q3 2017 and held it in 11 quarters.
  • Valeo Financial Advisors's CyberArk position peaked at $64K in Q2 2019.
  • 287 funds tracked by Wall St. Rank held CyberArk as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.