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
SD
Sandridge Energy Inc

Energy
Q3 2021 Filed on Nov 05, 2021
200
$5.05 - $13.34 $1.01K - $2.67K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
200
$53.56 - $66.59 $10.7K - $13.3K
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
125
$113.45 - $135.12 $14.2K - $16.9K
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Nov 05, 2021
250
$47.36 - $53.86 $11.8K - $13.5K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
50
$78.77 - $122.4 $3.94K - $6.12K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
500
$31.5 - $38.04 $15.8K - $19K
SWN
Southwestern Energy CO

Energy
Q3 2021 Filed on Nov 05, 2021
600
$3.97 - $5.88 $2.38K - $3.53K
MUR
Murphy Oil Corp

Energy
Q3 2021 Filed on Nov 05, 2021
225
$19.04 - $24.98 $4.28K - $5.62K
MOS
Mosaic CO

Basic Materials
Q3 2021 Filed on Nov 05, 2021
300
$28.79 - $36.84 $8.64K - $11.1K
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
FSK
Fs Kkr Capital Corp

Financial Services
Q3 2021 Filed on Nov 05, 2021
535
$20.66 - $23.37 $11.1K - $12.5K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
10
$6.46 - $7.82 $64.6 - $78.2
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
225
$67.69 - $73.03 $15.2K - $16.4K
HA
Hawaiian Holdings Inc

Industrials
Q3 2021 Filed on Nov 05, 2021
300
$17.93 - $24.89 $5.38K - $7.47K
JBLU
Jetblue Airways Corp

Industrials
Q3 2021 Filed on Nov 05, 2021
525
$14.11 - $17.12 $7.41K - $8.99K
HUM
Humana Inc

Healthcare
Q3 2021 Filed on Nov 05, 2021
50
$389.15 - $471.22 $19.5K - $23.6K
IIVI
Ii Vi Inc

Technology
Q3 2021 Filed on Nov 05, 2021
66
$59.29 - $74.08 $3.91K - $4.89K
INTC
Intel Corp

Technology
Q3 2021 Filed on Nov 05, 2021
300
$52.01 - $56.87 $15.6K - $17.1K
SLV
I Shares Silver Trust

ETFs
Q3 2021 Filed on Nov 05, 2021
225
$19.95 - $24.55 $4.49K - $5.52K
Royal Dutch Shell PLC
Q3 2021 Filed on Nov 05, 2021
250
N/A
MRO
Marathon Oil Corp

Energy
Q3 2021 Filed on Nov 05, 2021
1,325
$10.68 - $14.17 $14.2K - $18.8K
MS
Morgan Stanley

Financial Services
Q3 2021 Filed on Nov 05, 2021
200
$87.64 - $105.45 $17.5K - $21.1K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
250
$53.32 - $64.49 $13.3K - $16.1K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q3 2021 Filed on Nov 05, 2021
700
$35.55 - $40.23 $24.9K - $28.2K
Twc Tech Hldgs Ii Corp
Q3 2021 Filed on Nov 05, 2021
999
N/A
AEP
American Electric Power CO Inc

Utilities
Q3 2021 Filed on Nov 05, 2021
100
$81.18 - $91.08 $8.12K - $9.11K
RTX
Raytheon Technologies Corp

Industrials
Q3 2021 Filed on Nov 05, 2021
466
$81.05 - $88.62 $37.8K - $41.3K
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
Q3 2021 Filed on Nov 05, 2021
306
$35.85 - $45.48 $11K - $13.9K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q3 2021 Filed on Nov 05, 2021
900
$60.41 - $66.23 $54.4K - $59.6K
ENB
Enbridge Inc

Energy
Q3 2021 Filed on Nov 05, 2021
275
$37.31 - $40.69 $10.3K - $11.2K
EQX
Equinox Gold Corp.

Basic Materials
Q3 2021 Filed on Nov 05, 2021
3,000
$5.95 - $7.56 $17.9K - $22.7K
PG
Procter & Gamble CO

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
150
$135.24 - $145.68 $20.3K - $21.9K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q3 2021 Filed on Nov 05, 2021
11,169
$17.63 - $19.43 $197K - $217K
GSK
Gsk PLC

Healthcare
Q3 2021 Filed on Nov 05, 2021
375
$38.79 - $43.16 $14.5K - $16.2K
SONY
Sony Group Corp

Technology
Q3 2021 Filed on Nov 05, 2021
250
$96.61 - $117.61 $24.2K - $29.4K
Nebula Caravel Acquisition C
Q3 2021 Filed on Nov 05, 2021
200
N/A
Nebula Caravel Acquisition C
Q3 2021 Filed on Nov 05, 2021
1,000
N/A
ICLN
Ishares

ETFs
Q3 2021 Filed on Nov 05, 2021
1,000
$21.65 - $23.79 $21.7K - $23.8K
Twc Tech Hldgs Ii Corp
Q3 2021 Filed on Nov 05, 2021
333
N/A
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
764
$42.73 - $53.79 $32.6K - $41.1K
Fts International Inc
Q2 2021 Filed on Aug 04, 2021
307
N/A
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
16
$1307.19 - $1550.34 $20.9K - $24.8K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 04, 2021
564
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
200
$88.06 - $100.5 $17.6K - $20.1K
PRCH
Porch Group, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
3,881
$12.13 - $20.66 $47.1K - $80.2K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
407
$152.95 - $173.41 $62.3K - $70.6K
EXAS
Exact Sciences Corp

Healthcare
Q2 2021 Filed on Aug 04, 2021
93
$93.66 - $139.27 $8.71K - $13K
Aphria Inc
Q2 2021 Filed on Aug 04, 2021
550
N/A
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