WAM
CYBR

Wealthspire Advisors (Maryland)’s CyberArk CYBR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-55
Closed -$7K – 824
2019
Q1 		$7K Sell
55
-217
-80% -$20.7K ﹤0.01% 1665
2018
Q4 		$20K Sell
272
-358
-57% -$25.6K ﹤0.01% 1200
2018
Q3 		$50K Sell
630
-529
-46% -$37.2K ﹤0.01% 965
2018
Q2 		$73K Sell
1,159
-309
-21% -$18K 0.01% 825
2018
Q1 		$75K Buy
1,468
+1,178
+406% +$54.8K 0.01% 820
2017
Q4 		$12K Hold
290
– – ﹤0.01% 1512
2017
Q3 		$12K Buy
290
+30
+12% +$1.27K ﹤0.01% 1496
2017
Q2 		$13K Buy
260
+30
+13% +$1.51K ﹤0.01% 1428
2017
Q1 		$12K Buy
230
+45
+24% +$2.29K ﹤0.01% 1262
2016
Q4 		$8K Sell
185
-35
-16% -$1.71K ﹤0.01% 1287
2016
Q3 		$11K Buy
+220
New +$11.7K ﹤0.01% 1226

Other funds holding CYBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CYBR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CyberArk (CYBR) in Q2 2019, closing a stake of 55 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in CYBR in Q3 2016 and held it in 11 quarters. The position peaked at $75K in Q1 2018. 326 funds tracked by Wall St. Rank hold CYBR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CyberArk position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 55 CyberArk shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in CyberArk in Q3 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s CyberArk position peaked at $75K in Q1 2018.
  • 326 funds tracked by Wall St. Rank held CyberArk as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.