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
Rover Group Inc
Q4 2021 Filed on Jan 27, 2022
200
N/A
ROVR
Rover Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
1,000
$9.46 - $13.96 $9.46K - $14K
Mudrick Capital Acqu Corp Ii
Q4 2021 Filed on Jan 27, 2022
1,300
N/A
MCO
Moodys Corp

Financial Services
Q4 2021 Filed on Jan 27, 2022
2
$349.73 - $406.69 $699 - $813
MOH
Molina Healthcare, Inc.

Healthcare
Q4 2021 Filed on Jan 27, 2022
2
$269.41 - $324.88 $539 - $650
MANH
Manhattan Associates Inc

Technology
Q4 2021 Filed on Jan 27, 2022
4
$147.79 - $185.09 $591 - $740
LMT
Lockheed Martin Corp

Industrials
Q4 2021 Filed on Jan 27, 2022
1
$326.31 - $376.33 $326 - $376
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
31
$212.12 - $242.56 $6.58K - $7.52K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
126
$157.12 - $168.08 $19.8K - $21.2K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q4 2021 Filed on Jan 27, 2022
68
$51.25 - $51.8 $3.49K - $3.52K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2021 Filed on Jan 27, 2022
25
$48.64 - $55.07 $1.22K - $1.38K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
4
$146.39 - $173.51 $586 - $694
CLBTW
Cellebrite Di LTD Wt Exp (Isr)
Q4 2021 Filed on Jan 27, 2022
333
N/A
CLBT
Cellebrite Di Ltd.

Technology
Q4 2021 Filed on Jan 27, 2022
999
$7.8 - $11.24 $7.79K - $11.2K
WTFC
Wintrust Financial Corp

Financial Services
Q4 2021 Filed on Jan 27, 2022
5
$81.84 - $96.94 $409 - $485
HYD
Vaneck High Yield Muni ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
20
$61.76 - $62.59 $1.24K - $1.25K
UNVR
Univar Solutions Inc.

Basic Materials
Q4 2021 Filed on Jan 27, 2022
19
$24.49 - $29.2 $465 - $555
TMUS
T Mobile Us, Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
6
$106.72 - $126.76 $640 - $761
SYY
Sysco Corp

Consumer Defensive
Q4 2021 Filed on Jan 27, 2022
5
$68.07 - $83.35 $340 - $417
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Jan 27, 2022
3
$44.42 - $77.34 $133 - $232
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q4 2021 Filed on Jan 27, 2022
91
$98.24 - $107.61 $8.94K - $9.79K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q4 2021 Filed on Jan 27, 2022
94
$13.45 - $22.71 $1.26K - $2.13K
TFC
Truist Financial Corp

Financial Services
Q4 2021 Filed on Jan 27, 2022
75
$55.67 - $65.14 $4.18K - $4.89K
TLRY
Tilray Brands, Inc.

Healthcare
Q4 2021 Filed on Jan 27, 2022
460
$7.03 - $13.03 $3.23K - $5.99K
SYK
Stryker Corp

Healthcare
Q4 2021 Filed on Jan 27, 2022
575
$236.63 - $276.44 $136K - $159K
SO
Southern CO

Utilities
Q4 2021 Filed on Jan 27, 2022
7
$61.1 - $68.58 $428 - $480
LNW
Light & Wonder, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
500
$57.28 - $89.08 $28.6K - $44.5K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2021 Filed on Jan 27, 2022
1,087
$37.77 - $40.6 $41.1K - $44.1K
PWR
Quanta Services, Inc.

Industrials
Q4 2021 Filed on Jan 27, 2022
425
$107.44 - $121.98 $45.7K - $51.8K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Jan 27, 2022
129
$192.55 - $216.56 $24.8K - $27.9K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
956
$44.65 - $81.34 $42.7K - $77.8K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2021 Filed on Jan 27, 2022
753
$47.81 - $52.33 $36K - $39.4K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2021 Filed on Jan 27, 2022
195
$49.38 - $52.95 $9.63K - $10.3K
Zynga Inc
Q4 2021 Filed on Jan 27, 2022
2,500
N/A
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
11
$44.57 - $55.81 $490 - $614
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2021 Filed on Jan 27, 2022
53
$85.66 - $95.62 $4.54K - $5.07K
GM
General Motors CO

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
9
$53.13 - $64.61 $478 - $581
GE
General Electric CO

Industrials
Q4 2021 Filed on Jan 27, 2022
105
$89.98 - $111.29 $9.45K - $11.7K
FTNT
Fortinet, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
8
$57.77 - $73.53 $462 - $588
DVN
Devon Energy Corp

Energy
Q4 2021 Filed on Jan 27, 2022
21
$36.81 - $45.12 $773 - $948
CPNG
Coupang, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
22
$25.69 - $30.45 $565 - $670
BA
Boeing CO

Industrials
Q4 2021 Filed on Jan 27, 2022
2
$188.19 - $233.09 $376 - $466
AMD
Advanced Micro Devices Inc

Technology
Q4 2021 Filed on Jan 27, 2022
6
$100.34 - $161.91 $602 - $971
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
125
$203.7 - $261.38 $25.5K - $32.7K
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
258
$145.8 - $156.8 $37.6K - $40.5K
DBX
Dropbox, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
70
$23.71 - $31.01 $1.66K - $2.17K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
1
$605.55 - $747.79 $606 - $748
KMI
Kinder Morgan, Inc.

Energy
Q4 2021 Filed on Jan 27, 2022
915
$15.24 - $18.65 $13.9K - $17.1K
ABT
Abbott Laboratories

Healthcare
Q4 2021 Filed on Jan 27, 2022
200
$115.53 - $141.46 $23.1K - $28.3K
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