Cypress Point Wealth Management, LLC Closed Holding Positions

Cypress Point Wealth Management, LLC

  • $361 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ASAN
Asana, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
7,612
$16.66 - $41.8 $127K - $318K
GH
Guardant Health, Inc.

Healthcare
Q2 2022 Filed on Aug 08, 2022
3,272
$28.82 - $77.35 $94.3K - $253K
CORZ
Core Scientific, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
134,638
N/A
Renewable Energy Group Inc
Q2 2022 Filed on Aug 08, 2022
4,535
N/A
IBTX
Independent Bank Group, Inc.

Financial Services
Q2 2022 Filed on Aug 08, 2022
4,515
$65.9 - $73.22 $298K - $331K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 08, 2022
3,942
$28.0 - $113.85 $110K - $449K
CCCC
C4 Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 08, 2022
118,573
$5.06 - $26.46 $600K - $3.14M
MTDR
Matador Resources CO

Energy
Q2 2022 Filed on Aug 08, 2022
52,301
$45.58 - $66.56 $2.38M - $3.48M
MILE
Metromile, Inc.
Q4 2021 Filed on Jan 27, 2022
250
$2.04 - $3.65 $510 - $913
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
Q4 2021 Filed on Jan 27, 2022
101
$40.78 - $44.63 $4.12K - $4.51K
ACM
Aecom

Industrials
Q4 2021 Filed on Jan 27, 2022
300
$62.27 - $77.35 $18.7K - $23.2K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2021 Filed on Jan 27, 2022
264
$92.55 - $94.67 $24.4K - $25K
Spirit Of Tex Bancshares Inc
Q4 2021 Filed on Jan 27, 2022
4,158
N/A
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Jan 27, 2022
625
$99.53 - $127.75 $62.2K - $79.8K
GME
Game Stop Corp.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
1
$34.22 - $61.89 $34.2 - $61.9
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Jan 27, 2022
258
$125.2 - $162.72 $32.3K - $42K
FLL
Full House Resorts Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
7,500
$8.55 - $12.35 $64.1K - $92.6K
EVRI
Everi Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
5,050
$19.1 - $25.94 $96.5K - $131K
ETSY
Etsy Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
700
$198.72 - $296.91 $139K - $208K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2021 Filed on Jan 27, 2022
875
$20.73 - $24.69 $18.1K - $21.6K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
250
$99.91 - $140.28 $25K - $35.1K
DHI
Horton D R Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
175
$82.96 - $109.65 $14.5K - $19.2K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2021 Filed on Jan 27, 2022
1,950
$19.23 - $25.63 $37.5K - $50K
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Jan 27, 2022
942
$58.28 - $72.53 $54.9K - $68.3K
CNTY
Century Casinos Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
2,125
$11.79 - $15.82 $25.1K - $33.6K
WING
Wingstop Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
200
$151.48 - $176.87 $30.3K - $35.4K
WMT
Walmart Inc.

Consumer Defensive
Q4 2021 Filed on Jan 27, 2022
62
$135.47 - $151.28 $8.4K - $9.38K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2021 Filed on Jan 27, 2022
3,625
$28.68 - $31.96 $104K - $116K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
5,464
$15.26 - $21.71 $83.4K - $119K
RDS-A
Shell PLC

Energy
Q4 2021 Filed on Jan 27, 2022
250
$41.59 - $49.44 $10.4K - $12.4K
RBBN
Ribbon Communications Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
50
$5.23 - $6.35 $262 - $318
QCOM
Qualcomm Inc

Technology
Q4 2021 Filed on Jan 27, 2022
250
$122.95 - $189.28 $30.7K - $47.3K
AMGN
Amgen Inc

Healthcare
Q4 2021 Filed on Jan 27, 2022
720
$198.88 - $227.6 $143K - $164K
PEP
Pepsico Inc

Consumer Defensive
Q4 2021 Filed on Jan 27, 2022
8
$150.2 - $173.71 $1.2K - $1.39K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 27, 2022
100
$179.32 - $271.7 $17.9K - $27.2K
ORCL
Oracle Corp

Technology
Q4 2021 Filed on Jan 27, 2022
125
$87.21 - $103.65 $10.9K - $13K
XLP
Consumer Staples Sector Spdr

ETFs
Q4 2021 Filed on Jan 27, 2022
150
N/A
MMM
3 M CO

Industrials
Q4 2021 Filed on Jan 27, 2022
100
$170.04 - $183.66 $17K - $18.4K
VIR
Vir Biotechnology, Inc.

Healthcare
Q4 2021 Filed on Jan 27, 2022
4,261
$30.97 - $54.03 $132K - $230K
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Jan 27, 2022
24
$12.09 - $14.68 $290 - $352
VZ
Verizon Communications Inc

Communication Services
Q4 2021 Filed on Jan 27, 2022
8
$49.77 - $54.53 $398 - $436
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2021 Filed on Jan 27, 2022
1,923
$102.53 - $116.01 $197K - $223K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2021 Filed on Jan 27, 2022
400
$140.47 - $150.69 $56.2K - $60.3K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2021 Filed on Jan 27, 2022
1,085
$80.78 - $81.98 $87.6K - $88.9K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2021 Filed on Jan 27, 2022
46
$100.51 - $106.41 $4.62K - $4.89K
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Jan 27, 2022
400
$35.73 - $48.36 $14.3K - $19.3K
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
457
$42.07 - $66.11 $19.2K - $30.2K
OTEX
Open Text Corp

Technology
Q4 2021 Filed on Jan 27, 2022
4
$45.63 - $52.24 $183 - $209
J
Jacobs Engineering Group Inc

Industrials
Q4 2021 Filed on Jan 27, 2022
200
$131.36 - $148.45 $26.3K - $29.7K
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