Cypress Point Wealth Management, LLC Closed Holding Positions

Cypress Point Wealth Management, LLC

  • $274 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AAL
American Airlines Group Inc.

Industrials
Q4 2021 Filed on Jan 27, 2022
151
$16.28 - $22.26 $2.46K - $3.36K
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
NLY
Annaly Capital Management Inc

Real Estate
Q4 2021 Filed on Jan 27, 2022
17
$7.79 - $8.73 $132 - $148
SYY
Sysco Corp

Consumer Defensive
Q4 2021 Filed on Jan 27, 2022
5
$68.07 - $83.35 $340 - $417
BAC
Bank Of America Corp

Financial Services
Q4 2021 Filed on Jan 27, 2022
1,000
$43.08 - $48.37 $43.1K - $48.4K
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Jan 27, 2022
3
$44.42 - $77.34 $133 - $232
CI
Cigna Corp

Healthcare
Q4 2021 Filed on Jan 27, 2022
150
$191.9 - $231.65 $28.8K - $34.7K
CVS
Cvs Health Corp

Healthcare
Q4 2021 Filed on Jan 27, 2022
83
$83.15 - $103.7 $6.9K - $8.61K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
4
$146.39 - $173.51 $586 - $694
DBX
Dropbox, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
70
$23.71 - $31.01 $1.66K - $2.17K
BA
Boeing CO

Industrials
Q4 2021 Filed on Jan 27, 2022
2
$188.19 - $233.09 $376 - $466
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
34
$16.74 - $20.66 $569 - $702
HON
Honeywell International Inc

Industrials
Q4 2021 Filed on Jan 27, 2022
100
$199.42 - $227.75 $19.9K - $22.8K
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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Jan 27, 2022
244
$54.5 - $55.03 $13.3K - $13.4K
GE
General Electric CO

Industrials
Q4 2021 Filed on Jan 27, 2022
105
$89.98 - $111.29 $9.45K - $11.7K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2021 Filed on Jan 27, 2022
195
$49.38 - $52.95 $9.63K - $10.3K
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
AMD
Advanced Micro Devices Inc

Technology
Q4 2021 Filed on Jan 27, 2022
6
$100.34 - $161.91 $602 - $971
F
Ford Motor CO

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
600
$14.12 - $21.45 $8.47K - $12.9K
CPNG
Coupang, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
22
$25.69 - $30.45 $565 - $670
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
11
$44.57 - $55.81 $490 - $614
INTU
Intuit Inc

Technology
Q4 2021 Filed on Jan 27, 2022
1
$525.35 - $694.66 $525 - $695
DD
Du Pont De Nemours, Inc.

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

ETFs
Q4 2021 Filed on Jan 27, 2022
40
$127.7 - $130.86 $5.11K - $5.23K
Zynga Inc
Q4 2021 Filed on Jan 27, 2022
2,500
N/A
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
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
126
$157.12 - $168.08 $19.8K - $21.2K
TFC
Truist Financial Corp

Financial Services
Q4 2021 Filed on Jan 27, 2022
75
$55.67 - $65.14 $4.18K - $4.89K
CS
Credit Suisse Group Ag

Financial Services
Q3 2021 Filed on Nov 05, 2021
750
$9.4 - $10.72 $7.05K - $8.04K
SD
Sandridge Energy Inc

Energy
Q3 2021 Filed on Nov 05, 2021
200
$5.05 - $13.34 $1.01K - $2.67K
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
125
$113.45 - $135.12 $14.2K - $16.9K
SLV
I Shares Silver Trust

ETFs
Q3 2021 Filed on Nov 05, 2021
225
$19.95 - $24.55 $4.49K - $5.52K
BP
Bp PLC

Energy
Q3 2021 Filed on Nov 05, 2021
450
$23.09 - $27.33 $10.4K - $12.3K
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Nov 05, 2021
250
$47.36 - $53.86 $11.8K - $13.5K
CVET
Covetrus, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
60
$18.14 - $27.03 $1.09K - $1.62K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
50
$78.77 - $122.4 $3.94K - $6.12K
MS
Morgan Stanley

Financial Services
Q3 2021 Filed on Nov 05, 2021
200
$87.64 - $105.45 $17.5K - $21.1K
BSX
Boston Scientific Corp

Healthcare
Q3 2021 Filed on Nov 05, 2021
700
$41.23 - $45.88 $28.9K - $32.1K
BYD
Boyd Gaming Corp

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
200
$51.64 - $66.39 $10.3K - $13.3K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
250
$53.32 - $64.49 $13.3K - $16.1K
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
AQB
Aqua Bounty Technologies, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
3
$3.9 - $5.67 $11.7 - $17
BWA
Borgwarner Inc

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