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
BSX
Boston Scientific Corp

Healthcare
Q3 2021 Filed on Nov 05, 2021
700
$41.23 - $45.88 $28.9K - $32.1K
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
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
SD
Sandridge Energy Inc

Energy
Q3 2021 Filed on Nov 05, 2021
200
$5.05 - $13.34 $1.01K - $2.67K
ENB
Enbridge Inc

Energy
Q3 2021 Filed on Nov 05, 2021
275
$37.31 - $40.69 $10.3K - $11.2K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q3 2021 Filed on Nov 05, 2021
900
$60.41 - $66.23 $54.4K - $59.6K
SENS
Senseonics Holdings, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
2,000
$2.77 - $4.05 $5.54K - $8.1K
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Nov 05, 2021
250
$47.36 - $53.86 $11.8K - $13.5K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
250
$53.32 - $64.49 $13.3K - $16.1K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
500
$31.5 - $38.04 $15.8K - $19K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
50
$78.77 - $122.4 $3.94K - $6.12K
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
125
$113.45 - $135.12 $14.2K - $16.9K
RRC
Range Resources Corp

Energy
Q3 2021 Filed on Nov 05, 2021
200
$12.72 - $22.63 $2.54K - $4.53K
EQX
Equinox Gold Corp.

Basic Materials
Q3 2021 Filed on Nov 05, 2021
3,000
$5.95 - $7.56 $17.9K - $22.7K
Royal Dutch Shell PLC
Q3 2021 Filed on Nov 05, 2021
250
N/A
IGT
International Game Technology PLC

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
800
$17.42 - $26.76 $13.9K - $21.4K
JBLU
Jetblue Airways Corp

Industrials
Q3 2021 Filed on Nov 05, 2021
525
$14.11 - $17.12 $7.41K - $8.99K
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
MOS
Mosaic CO

Basic Materials
Q3 2021 Filed on Nov 05, 2021
300
$28.79 - $36.84 $8.64K - $11.1K
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
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
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
200
$53.56 - $66.59 $10.7K - $13.3K
AQB
Aqua Bounty Technologies, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
3
$3.9 - $5.67 $11.7 - $17
Nebula Caravel Acquisition C
Q3 2021 Filed on Nov 05, 2021
1,000
N/A
RTX
Raytheon Technologies Corp

Industrials
Q3 2021 Filed on Nov 05, 2021
466
$81.05 - $88.62 $37.8K - $41.3K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q3 2021 Filed on Nov 05, 2021
11,169
$17.63 - $19.43 $197K - $217K
Nebula Caravel Acquisition C
Q3 2021 Filed on Nov 05, 2021
200
N/A
PG
Procter & Gamble CO

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
150
$135.24 - $145.68 $20.3K - $21.9K
SONY
Sony Group Corp

Technology
Q3 2021 Filed on Nov 05, 2021
250
$96.61 - $117.61 $24.2K - $29.4K
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
999
N/A
Twc Tech Hldgs Ii Corp
Q3 2021 Filed on Nov 05, 2021
333
N/A
ALK
Alaska Air Group, Inc.

Industrials
Q3 2021 Filed on Nov 05, 2021
75
$52.83 - $61.43 $3.96K - $4.61K
AEP
American Electric Power CO Inc

Utilities
Q3 2021 Filed on Nov 05, 2021
100
$81.18 - $91.08 $8.12K - $9.11K
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
Q3 2021 Filed on Nov 05, 2021
306
$35.85 - $45.48 $11K - $13.9K
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
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
407
$152.95 - $173.41 $62.3K - $70.6K
Aphria Inc
Q2 2021 Filed on Aug 04, 2021
550
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
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
200
$88.06 - $100.5 $17.6K - $20.1K
EXAS
Exact Sciences Corp

Healthcare
Q2 2021 Filed on Aug 04, 2021
93
$93.66 - $139.27 $8.71K - $13K
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
764
$42.73 - $53.79 $32.6K - $41.1K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 04, 2021
564
N/A
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