Cypress Point Wealth Management, LLC New Holdings in Q3 2024

Cypress Point Wealth Management, LLC

  • $228 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
31K
New
$23.75 - $23.75 $736K - $736K
31K $736K
SBUX
Starbucks Corp

Consumer Cyclical
6.7K
New
$72.51 - $98.6 $486K - $661K
6.7K $653K
NOK
Nokia Corp

Technology
100K
New
$3.62 - $4.48 $362K - $448K
100K $438K
BX
Blackstone Inc.

Financial Services
1.46K
New
$120.77 - $159.66 $177K - $234K
1.46K $223K
RUM
Rumble Inc.

Technology
18.2K
New
$5.05 - $7.17 $92K - $131K
18.2K $97K
Activity Summary
Buys All Purchases 51 New Holdings 5 Increased Positions 46 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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