Cypress Point Wealth Management, LLC Closed Holding Positions

Cypress Point Wealth Management, LLC

  • $228 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
407
$152.95 - $173.41 $62.3K - $70.6K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 04, 2021
564
N/A
PRCH
Porch Group, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
3,881
$12.13 - $20.66 $47.1K - $80.2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
16
$1307.19 - $1550.34 $20.9K - $24.8K
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
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
764
$42.73 - $53.79 $32.6K - $41.1K
Talend S A
Q2 2021 Filed on Aug 04, 2021
744
N/A
Fts International Inc
Q2 2021 Filed on Aug 04, 2021
307
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
Flir Sys Inc
Q1 2021 Filed on May 07, 2021
200
N/A
JEF
Jefferies Financial Group Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
1,065
$23.12 - $34.28 $24.6K - $36.5K
FMC
Fmc Corp

Basic Materials
Q1 2021 Filed on May 07, 2021
1,850
$100.77 - $122.25 $186K - $226K
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2021 Filed on May 07, 2021
3,645
$89.52 - $108.4 $326K - $395K
FL
Foot Locker, Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
347
$39.1 - $59.06 $13.6K - $20.5K
INGR
Ingredion Inc

Consumer Defensive
Q1 2021 Filed on May 07, 2021
11,500
$74.32 - $92.78 $855K - $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
50
$250.93 - $305.25 $12.5K - $15.3K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
1,255
$14.4 - $20.88 $18.1K - $26.2K
GWRE
Guidewire Software, Inc.

Technology
Q1 2021 Filed on May 07, 2021
3,695
$97.8 - $132.54 $361K - $490K
GHC
Graham Holdings CO

Consumer Defensive
Q1 2021 Filed on May 07, 2021
876
$525.91 - $620.0 $461K - $543K
GIS
General Mills Inc

Consumer Defensive
Q1 2021 Filed on May 07, 2021
480
$54.37 - $62.49 $26.1K - $30K
BEN
Franklin Resources Inc

Financial Services
Q1 2021 Filed on May 07, 2021
355
$24.28 - $30.26 $8.62K - $10.7K
FOXA
Fox Corp

Communication Services
Q1 2021 Filed on May 07, 2021
390
$28.81 - $44.18 $11.2K - $17.2K
COST
Costco Wholesale Corp

Consumer Defensive
Q1 2021 Filed on May 07, 2021
50
$311.42 - $380.15 $15.6K - $19K
EQC
Equity Commonwealth

Real Estate
Q1 2021 Filed on May 07, 2021
31,675
$26.55 - $29.25 $841K - $926K
AMT
American Tower Corp

Real Estate
Q1 2021 Filed on May 07, 2021
1,650
$198.66 - $241.83 $328K - $399K
American Intl Group Inc
Q1 2021 Filed on May 07, 2021
1
N/A
ALL
Allstate Corp

Financial Services
Q1 2021 Filed on May 07, 2021
4,325
$103.21 - $117.27 $446K - $507K
Y
Alleghany Corp

Financial Services
Q1 2021 Filed on May 07, 2021
970
$564.76 - $652.51 $548K - $633K
AKAM
Akamai Technologies Inc

Technology
Q1 2021 Filed on May 07, 2021
3,875
$93.41 - $120.44 $362K - $467K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2021 Filed on May 07, 2021
1,075
$253.15 - $290.67 $272K - $312K
AEM
Agnico Eagle Mines LTD

Basic Materials
Q1 2021 Filed on May 07, 2021
14,980
$55.36 - $76.39 $829K - $1.14M
AMG
Affiliated Managers Group, Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
275
$99.11 - $152.06 $27.3K - $41.8K
ADBE
Adobe Inc.

Technology
Q1 2021 Filed on May 07, 2021
525
$421.2 - $501.64 $221K - $263K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q1 2021 Filed on May 07, 2021
10,335
N/A
CABO
Cable One, Inc.

Communication Services
Q1 2021 Filed on May 07, 2021
20
$1746.06 - $2152.22 $34.9K - $43K
D
Dominion Energy, Inc

Utilities
Q1 2021 Filed on May 07, 2021
7,365
$68.0 - $76.7 $501K - $565K
DEO
Diageo PLC

Consumer Defensive
Q1 2021 Filed on May 07, 2021
3,690
$154.26 - $169.51 $569K - $625K
DHR
Danaher Corp

Healthcare
Q1 2021 Filed on May 07, 2021
2,330
$212.38 - $245.9 $495K - $573K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
100
$87.61 - $117.21 $8.76K - $11.7K
CMCSA
Comcast Corp

Communication Services
Q1 2021 Filed on May 07, 2021
11,810
$48.42 - $58.04 $572K - $685K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2021 Filed on May 07, 2021
4,050
$74.44 - $84.52 $301K - $342K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q1 2021 Filed on May 07, 2021
1,140
$249.67 - $299.48 $285K - $341K
Cerner Corp
Q1 2021 Filed on May 07, 2021
11,480
N/A
CTRA
Coterra Energy Inc.

Energy
Q1 2021 Filed on May 07, 2021
400
$16.6 - $19.3 $6.64K - $7.72K
ACIW
Aci Worldwide, Inc.

Technology
Q1 2021 Filed on May 07, 2021
9,250
$36.86 - $43.1 $341K - $399K
UNP
Union Pacific Corp

Industrials
Q1 2021 Filed on May 07, 2021
1,510
$194.33 - $222.98 $293K - $337K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
472
$28.31 - $61.03 $13.4K - $28.8K
TRMB
Trimble Inc.

Technology
Q1 2021 Filed on May 07, 2021
3,900
$65.91 - $77.79 $257K - $303K
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