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
HON
Honeywell International Inc

Industrials
Q4 2021 Filed on Jan 27, 2022
100
$199.42 - $227.75 $19.9K - $22.8K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Jan 27, 2022
359
$69.13 - $81.02 $24.8K - $29.1K
HYG
Ishares Tr

ETFs
Q4 2021 Filed on Jan 27, 2022
217
$85.37 - $87.5 $18.5K - $19K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
70
$270.99 - $309.52 $19K - $21.7K
INTU
Intuit Inc

Technology
Q4 2021 Filed on Jan 27, 2022
1
$525.35 - $694.66 $525 - $695
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
40
$127.7 - $130.86 $5.11K - $5.23K
F
Ford Motor CO

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
600
$14.12 - $21.45 $8.47K - $12.9K
IEMG
Ishares Inc

ETFs
Q4 2021 Filed on Jan 27, 2022
145
$57.97 - $64.38 $8.41K - $9.34K
EMB
Ishares Tr

ETFs
Q4 2021 Filed on Jan 27, 2022
25
$106.57 - $110.92 $2.66K - $2.77K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
82
$108.26 - $120.32 $8.88K - $9.87K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
43
$265.81 - $290.54 $11.4K - $12.5K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2021 Filed on Jan 27, 2022
220
$113.45 - $115.33 $25K - $25.4K
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Jan 27, 2022
359
$52.76 - $60.06 $18.9K - $21.6K
DIS
Walt Disney CO

Communication Services
Q4 2021 Filed on Jan 27, 2022
6
$142.15 - $177.71 $853 - $1.07K
CVX
Chevron Corp

Energy
Q4 2021 Filed on Jan 27, 2022
250
$104.33 - $118.79 $26.1K - $29.7K
CVS
Cvs Health Corp

Healthcare
Q4 2021 Filed on Jan 27, 2022
83
$83.15 - $103.7 $6.9K - $8.61K
CI
Cigna Corp

Healthcare
Q4 2021 Filed on Jan 27, 2022
150
$191.9 - $231.65 $28.8K - $34.7K
LNG
Cheniere Energy, Inc.

Energy
Q4 2021 Filed on Jan 27, 2022
34
$98.8 - $111.51 $3.36K - $3.79K
NLY
Annaly Capital Management Inc

Real Estate
Q4 2021 Filed on Jan 27, 2022
17
$7.79 - $8.73 $132 - $148
JNJ
Johnson & Johnson

Healthcare
Q4 2021 Filed on Jan 27, 2022
350
$155.93 - $173.01 $54.6K - $60.6K
CSCO
Cisco Systems, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
936
$53.25 - $63.96 $49.8K - $59.9K
COP
Conocophillips

Energy
Q4 2021 Filed on Jan 27, 2022
1,433
$68.6 - $77.03 $98.3K - $110K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
226
$111.96 - $177.7 $25.3K - $40.2K
AMX
America Movil Sab De Cv

Communication Services
Q4 2021 Filed on Jan 27, 2022
698
$17.07 - $21.14 $11.9K - $14.8K
LYFT
Lyft, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
31
$37.46 - $56.26 $1.16K - $1.74K
AAL
American Airlines Group Inc.

Industrials
Q4 2021 Filed on Jan 27, 2022
151
$16.28 - $22.26 $2.46K - $3.36K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
752
$73.18 - $84.81 $55K - $63.8K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Jan 27, 2022
359
$41.95 - $48.7 $15.1K - $17.5K
BP
Bp PLC

Energy
Q3 2021 Filed on Nov 05, 2021
450
$23.09 - $27.33 $10.4K - $12.3K
HUM
Humana Inc

Healthcare
Q3 2021 Filed on Nov 05, 2021
50
$389.15 - $471.22 $19.5K - $23.6K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
225
$67.69 - $73.03 $15.2K - $16.4K
HSIC
Henry Schein Inc

Healthcare
Q3 2021 Filed on Nov 05, 2021
150
$73.8 - $81.23 $11.1K - $12.2K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
10
$6.46 - $7.82 $64.6 - $78.2
FSK
Fs Kkr Capital Corp

Financial Services
Q3 2021 Filed on Nov 05, 2021
535
$20.66 - $23.37 $11.1K - $12.5K
HA
Hawaiian Holdings Inc

Industrials
Q3 2021 Filed on Nov 05, 2021
300
$17.93 - $24.89 $5.38K - $7.47K
AMZA
Etfis Ser Tr I

ETFs
Q3 2021 Filed on Nov 05, 2021
100
$24.43 - $29.93 $2.44K - $2.99K
BYD
Boyd Gaming Corp

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
200
$51.64 - $66.39 $10.3K - $13.3K
BWA
Borgwarner Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
100
$41.36 - $49.36 $4.14K - $4.94K
BALY
Bally'S Corp

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
157
$42.91 - $53.84 $6.74K - $8.45K
BKR
Baker Hughes CO

Energy
Q3 2021 Filed on Nov 05, 2021
175
$19.65 - $25.13 $3.44K - $4.4K
CHDN
Churchill Downs Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
75
$177.29 - $243.18 $13.3K - $18.2K
GSK
Gsk PLC

Healthcare
Q3 2021 Filed on Nov 05, 2021
375
$38.79 - $43.16 $14.5K - $16.2K
SLV
I Shares Silver Trust

ETFs
Q3 2021 Filed on Nov 05, 2021
225
$19.95 - $24.55 $4.49K - $5.52K
CVET
Covetrus, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
60
$18.14 - $27.03 $1.09K - $1.62K
CS
Credit Suisse Group Ag

Financial Services
Q3 2021 Filed on Nov 05, 2021
750
$9.4 - $10.72 $7.05K - $8.04K
DAL
Delta Air Lines, Inc.

Industrials
Q3 2021 Filed on Nov 05, 2021
250
$37.93 - $44.23 $9.48K - $11.1K
FANG
Diamondback Energy, Inc.

Energy
Q3 2021 Filed on Nov 05, 2021
16
$67.88 - $99.6 $1.09K - $1.59K
Discovery Inc
Q3 2021 Filed on Nov 05, 2021
600
N/A
ENDPQ
Endo Intl PLC Ord Shs (Irl)
Q3 2021 Filed on Nov 05, 2021
1,575
N/A
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