Cypress Point Wealth Management, LLC Closed Holding Positions

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
F
Ford Motor CO

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
600
$14.12 - $21.45 $8.47K - $12.9K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
40
$127.7 - $130.86 $5.11K - $5.23K
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
Zynga Inc
Q4 2021 Filed on Jan 27, 2022
2,500
N/A
GE
General Electric CO

Industrials
Q4 2021 Filed on Jan 27, 2022
105
$89.98 - $111.29 $9.45K - $11.7K
CLBT
Cellebrite Di Ltd.

Technology
Q4 2021 Filed on Jan 27, 2022
999
$7.8 - $11.24 $7.79K - $11.2K
CLBTW
Cellebrite Di LTD Wt Exp (Isr)
Q4 2021 Filed on Jan 27, 2022
333
N/A
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2021 Filed on Jan 27, 2022
195
$49.38 - $52.95 $9.63K - $10.3K
ABT
Abbott Laboratories

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

Financial Services
Q4 2021 Filed on Jan 27, 2022
75
$55.67 - $65.14 $4.18K - $4.89K
HON
Honeywell International Inc

Industrials
Q4 2021 Filed on Jan 27, 2022
100
$199.42 - $227.75 $19.9K - $22.8K
INTU
Intuit Inc

Technology
Q4 2021 Filed on Jan 27, 2022
1
$525.35 - $694.66 $525 - $695
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
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
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
226
$111.96 - $177.7 $25.3K - $40.2K
GM
General Motors CO

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
9
$53.13 - $64.61 $478 - $581
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
BWA
Borgwarner Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
100
$41.36 - $49.36 $4.14K - $4.94K
BP
Bp PLC

Energy
Q3 2021 Filed on Nov 05, 2021
450
$23.09 - $27.33 $10.4K - $12.3K
BALY
Bally'S Corp

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
157
$42.91 - $53.84 $6.74K - $8.45K
AMZA
Etfis Ser Tr I

ETFs
Q3 2021 Filed on Nov 05, 2021
100
$24.43 - $29.93 $2.44K - $2.99K
CHDN
Churchill Downs Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
75
$177.29 - $243.18 $13.3K - $18.2K
BKR
Baker Hughes CO

Energy
Q3 2021 Filed on Nov 05, 2021
175
$19.65 - $25.13 $3.44K - $4.4K
ALK
Alaska Air Group, Inc.

Industrials
Q3 2021 Filed on Nov 05, 2021
75
$52.83 - $61.43 $3.96K - $4.61K
BYD
Boyd Gaming Corp

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
200
$51.64 - $66.39 $10.3K - $13.3K
IGT
International Game Technology PLC

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
800
$17.42 - $26.76 $13.9K - $21.4K
BSX
Boston Scientific Corp

Healthcare
Q3 2021 Filed on Nov 05, 2021
700
$41.23 - $45.88 $28.9K - $32.1K
AQB
Aqua Bounty Technologies, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
3
$3.9 - $5.67 $11.7 - $17
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
OGN
Organon & Co.

Healthcare
Q3 2021 Filed on Nov 05, 2021
12
$28.63 - $35.64 $344 - $428
OVV
Ovintiv Inc.

Energy
Q3 2021 Filed on Nov 05, 2021
400
$22.64 - $33.45 $9.06K - $13.4K
PDCO
Patterson Companies, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
350
$28.98 - $32.2 $10.1K - $11.3K
SENS
Senseonics Holdings, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
2,000
$2.77 - $4.05 $5.54K - $8.1K
PUMP
Pro Petro Holding Corp.

Energy
Q3 2021 Filed on Nov 05, 2021
200
$6.56 - $9.89 $1.31K - $1.98K
RRC
Range Resources Corp

Energy
Q3 2021 Filed on Nov 05, 2021
200
$12.72 - $22.63 $2.54K - $4.53K
RF
Regions Financial Corp

Financial Services
Q3 2021 Filed on Nov 05, 2021
375
$18.14 - $21.76 $6.8K - $8.16K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2021 Filed on Nov 05, 2021
16
$24.79 - $32.52 $397 - $520
Track This Portfolio

Track Cypress Point Wealth Management, LLC Portfolio

Follow Cypress Point Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Point Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Point Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email