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
PRCH Porch Group, Inc. Technology	Q2 2021 Filed on Aug 04, 2021	3,881	$12.13 - $20.66 $47.1K - $80.2K
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
PKI Perkinelmer Inc Healthcare	Q1 2021 Filed on May 07, 2021	3,075	$120.35 - $160.53 $370K - $494K
CL Colgate Palmolive CO Consumer Defensive	Q1 2021 Filed on May 07, 2021	4,050	$74.44 - $84.52 $301K - $342K
CMCSA Comcast Corp Communication Services	Q1 2021 Filed on May 07, 2021	11,810	$48.42 - $58.04 $572K - $685K
RAMP Live Ramp Holdings, Inc. Technology	Q1 2021 Filed on May 07, 2021	5,500	$48.85 - $85.96 $269K - $473K
Kirkland Lake Gold LTD	Q1 2021 Filed on May 07, 2021	8,190	N/A
D Dominion Energy, Inc Utilities	Q1 2021 Filed on May 07, 2021	7,365	$68.0 - $76.7 $501K - $565K
RVLV Revolve Group, Inc. Consumer Cyclical	Q1 2021 Filed on May 07, 2021	523	$31.97 - $54.27 $16.7K - $28.4K
LHX L3 Harris Technologies, Inc. Industrials	Q1 2021 Filed on May 07, 2021	1,250	$171.51 - $203.08 $214K - $254K
DEO Diageo PLC Consumer Defensive	Q1 2021 Filed on May 07, 2021	3,690	$154.26 - $169.51 $569K - $625K
QRTEA Qurate Retail, Inc. Consumer Cyclical	Q1 2021 Filed on May 07, 2021	1,725	$10.54 - $13.48 $18.2K - $23.3K
LBRDK Liberty Broadband Corp Communication Services	Q1 2021 Filed on May 07, 2021	136	$142.73 - $156.84 $19.4K - $21.3K
DHR Danaher Corp Healthcare	Q1 2021 Filed on May 07, 2021	2,330	$212.38 - $245.9 $495K - $573K
COST Costco Wholesale Corp Consumer Defensive	Q1 2021 Filed on May 07, 2021	50	$311.42 - $380.15 $15.6K - $19K
POST Post Holdings, Inc. Consumer Defensive	Q1 2021 Filed on May 07, 2021	125	$60.87 - $70.33 $7.61K - $8.79K
L Loews Corp Financial Services	Q1 2021 Filed on May 07, 2021	30,318	$44.4 - $52.86 $1.35M - $1.6M
National Instrs Corp	Q1 2021 Filed on May 07, 2021	200	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
NPK National Presto Industries Inc Industrials	Q1 2021 Filed on May 07, 2021	128	$87.35 - $117.87 $11.2K - $15.1K
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
ACIW Aci Worldwide, Inc. Technology	Q1 2021 Filed on May 07, 2021	9,250	$36.86 - $43.1 $341K - $399K
NEM Newmont Corp Basic Materials	Q1 2021 Filed on May 07, 2021	2,615	$54.38 - $65.24 $142K - $171K
NKE Nike, Inc. Consumer Cyclical	Q1 2021 Filed on May 07, 2021	4,375	$128.64 - $147.05 $563K - $643K
American Intl Group Inc	Q1 2021 Filed on May 07, 2021	1	N/A
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
CABO Cable One, Inc. Communication Services	Q1 2021 Filed on May 07, 2021	20	$1746.06 - $2152.22 $34.9K - $43K
PAAS Pan American Silver Corp Basic Materials	Q1 2021 Filed on May 07, 2021	14,485	$28.12 - $38.3 $407K - $555K
MCY Mercury General Corp Financial Services	Q1 2021 Filed on May 07, 2021	245	$51.15 - $65.73 $12.5K - $16.1K
BRKB Berkshire Hathwy Inc(Hldg Co)B	Q1 2021 Filed on May 07, 2021	10,335	N/A
MHK Mohawk Industries Inc Consumer Cyclical	Q1 2021 Filed on May 07, 2021	60	$136.11 - $195.67 $8.17K - $11.7K
HBI Hanesbrands Inc. Consumer Cyclical	Q1 2021 Filed on May 07, 2021	1,255	$14.4 - $20.88 $18.1K - $26.2K
AMT American Tower Corp Real Estate	Q1 2021 Filed on May 07, 2021	1,650	$198.66 - $241.83 $328K - $399K
PXD Pioneer Natural Resources CO Energy	Q1 2021 Filed on May 07, 2021	75	$113.48 - $169.27 $8.51K - $12.7K
ACN Accenture PLC Technology	Q1 2021 Filed on May 07, 2021	2,340	$241.92 - $280.77 $566K - $657K
AXS Axis Capital Holdings LTD Financial Services	Q1 2021 Filed on May 07, 2021	674	$45.0 - $53.09 $30.3K - $35.8K
ZTS Zoetis Inc. Healthcare	Q1 2021 Filed on May 07, 2021	2,725	$144.0 - $169.39 $392K - $462K
ZION Zions Bancorporation, National Association Financial Services	Q1 2021 Filed on May 07, 2021	4,825	$42.93 - $59.06 $207K - $285K
XYL Xylem Inc. Industrials	Q1 2021 Filed on May 07, 2021	2,100	$95.12 - $108.48 $200K - $228K
CFR Cullen/Frost Bankers, Inc. Financial Services	Q1 2021 Filed on May 07, 2021	100	$87.61 - $117.21 $8.76K - $11.7K
V Visa Inc. Financial Services	Q1 2021 Filed on May 07, 2021	810	$193.25 - $226.15 $157K - $183K
GIS General Mills Inc Consumer Defensive	Q1 2021 Filed on May 07, 2021	480	$54.37 - $62.49 $26.1K - $30K

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