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
Talend S A
Q2 2021 Filed on Aug 04, 2021
744
N/A
Flir Sys Inc
Q1 2021 Filed on May 07, 2021
200
N/A
FMC
Fmc Corp

Basic Materials
Q1 2021 Filed on May 07, 2021
1,850
$100.77 - $122.25 $186K - $226K
FL
Foot Locker, Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
347
$39.1 - $59.06 $13.6K - $20.5K
FOXA
Fox Corp

Communication Services
Q1 2021 Filed on May 07, 2021
390
$28.81 - $44.18 $11.2K - $17.2K
BEN
Franklin Resources Inc

Financial Services
Q1 2021 Filed on May 07, 2021
355
$24.28 - $30.26 $8.62K - $10.7K
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
ACIW
Aci Worldwide, Inc.

Technology
Q1 2021 Filed on May 07, 2021
9,250
$36.86 - $43.1 $341K - $399K
COST
Costco Wholesale Corp

Consumer Defensive
Q1 2021 Filed on May 07, 2021
50
$311.42 - $380.15 $15.6K - $19K
GWRE
Guidewire Software, Inc.

Technology
Q1 2021 Filed on May 07, 2021
3,695
$97.8 - $132.54 $361K - $490K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
1,255
$14.4 - $20.88 $18.1K - $26.2K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
50
$250.93 - $305.25 $12.5K - $15.3K
IEX
Idex Corp

Industrials
Q1 2021 Filed on May 07, 2021
1,365
$186.19 - $210.46 $254K - $287K
INGR
Ingredion Inc

Consumer Defensive
Q1 2021 Filed on May 07, 2021
11,500
$74.32 - $92.78 $855K - $1.07M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
100
$87.61 - $117.21 $8.76K - $11.7K
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2021 Filed on May 07, 2021
3,645
$89.52 - $108.4 $326K - $395K
EQC
Equity Commonwealth

Real Estate
Q1 2021 Filed on May 07, 2021
31,675
$26.55 - $29.25 $841K - $926K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q1 2021 Filed on May 07, 2021
10,335
N/A
AMT
American Tower Corp

Real Estate
Q1 2021 Filed on May 07, 2021
1,650
$198.66 - $241.83 $328K - $399K
Cerner Corp
Q1 2021 Filed on May 07, 2021
11,480
N/A
CRL
Charles River Laboratories International, Inc.

Healthcare
Q1 2021 Filed on May 07, 2021
1,140
$249.67 - $299.48 $285K - $341K
American Intl Group Inc
Q1 2021 Filed on May 07, 2021
1
N/A
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
ALL
Allstate Corp

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

Healthcare
Q1 2021 Filed on May 07, 2021
2,330
$212.38 - $245.9 $495K - $573K
DEO
Diageo PLC

Consumer Defensive
Q1 2021 Filed on May 07, 2021
3,690
$154.26 - $169.51 $569K - $625K
D
Dominion Energy, Inc

Utilities
Q1 2021 Filed on May 07, 2021
7,365
$68.0 - $76.7 $501K - $565K
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
CTRA
Coterra Energy Inc.

Energy
Q1 2021 Filed on May 07, 2021
400
$16.6 - $19.3 $6.64K - $7.72K
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
CABO
Cable One, Inc.

Communication Services
Q1 2021 Filed on May 07, 2021
20
$1746.06 - $2152.22 $34.9K - $43K
JEF
Jefferies Financial Group Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
1,065
$23.12 - $34.28 $24.6K - $36.5K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2021 Filed on May 07, 2021
960
$324.34 - $379.06 $311K - $364K
Twc Tech Hldgs Ii Corp
Q1 2021 Filed on May 07, 2021
1
N/A
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
TRV
Travelers Companies, Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
5,870
$134.53 - $157.92 $790K - $927K
TSCO
Tractor Supply CO

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
100
$139.71 - $178.48 $14K - $17.8K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2021 Filed on May 07, 2021
1,250
$439.85 - $518.83 $550K - $649K
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
6,190
$62.55 - $70.23 $387K - $435K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 07, 2021
26
$75.57 - $86.92 $1.96K - $2.26K
SRG
Seritage Growth Properties

Real Estate
Q1 2021 Filed on May 07, 2021
560
$13.86 - $23.22 $7.76K - $13K
UL
Unilever PLC

Consumer Defensive
Q1 2021 Filed on May 07, 2021
9,165
$52.06 - $60.97 $477K - $559K
UNP
Union Pacific Corp

Industrials
Q1 2021 Filed on May 07, 2021
1,510
$194.33 - $222.98 $293K - $337K
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