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
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 08, 2022
3,942
$28.0 - $113.85 $110K - $449K
MTDR
Matador Resources CO

Energy
Q2 2022 Filed on Aug 08, 2022
52,301
$45.58 - $66.56 $2.38M - $3.48M
Renewable Energy Group Inc
Q2 2022 Filed on Aug 08, 2022
4,535
N/A
CORZ
Core Scientific, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
134,638
N/A
ASAN
Asana, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
7,612
$16.66 - $41.8 $127K - $318K
CCCC
C4 Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 08, 2022
118,573
$5.06 - $26.46 $600K - $3.14M
IBTX
Independent Bank Group, Inc.

Financial Services
Q2 2022 Filed on Aug 08, 2022
4,515
$65.9 - $73.22 $298K - $331K
GH
Guardant Health, Inc.

Healthcare
Q2 2022 Filed on Aug 08, 2022
3,272
$28.82 - $77.35 $94.3K - $253K
MILE
Metromile, Inc.
Q4 2021 Filed on Jan 27, 2022
250
$2.04 - $3.65 $510 - $913
LYFT
Lyft, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
31
$37.46 - $56.26 $1.16K - $1.74K
PWR
Quanta Services, Inc.

Industrials
Q4 2021 Filed on Jan 27, 2022
425
$107.44 - $121.98 $45.7K - $51.8K
GME
Game Stop Corp.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
1
$34.22 - $61.89 $34.2 - $61.9
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Jan 27, 2022
129
$192.55 - $216.56 $24.8K - $27.9K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2021 Filed on Jan 27, 2022
220
$113.45 - $115.33 $25K - $25.4K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
956
$44.65 - $81.34 $42.7K - $77.8K
OTEX
Open Text Corp

Technology
Q4 2021 Filed on Jan 27, 2022
4
$45.63 - $52.24 $183 - $209
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Jan 27, 2022
625
$99.53 - $127.75 $62.2K - $79.8K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 27, 2022
100
$179.32 - $271.7 $17.9K - $27.2K
PEP
Pepsico Inc

Consumer Defensive
Q4 2021 Filed on Jan 27, 2022
8
$150.2 - $173.71 $1.2K - $1.39K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2021 Filed on Jan 27, 2022
1,087
$37.77 - $40.6 $41.1K - $44.1K
LNW
Light & Wonder, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
500
$57.28 - $89.08 $28.6K - $44.5K
TFC
Truist Financial Corp

Financial Services
Q4 2021 Filed on Jan 27, 2022
75
$55.67 - $65.14 $4.18K - $4.89K
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
258
$145.8 - $156.8 $37.6K - $40.5K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
43
$265.81 - $290.54 $11.4K - $12.5K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
70
$270.99 - $309.52 $19K - $21.7K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
82
$108.26 - $120.32 $8.88K - $9.87K
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Jan 27, 2022
258
$125.2 - $162.72 $32.3K - $42K
SO
Southern CO

Utilities
Q4 2021 Filed on Jan 27, 2022
7
$61.1 - $68.58 $428 - $480
EMB
Ishares Tr

ETFs
Q4 2021 Filed on Jan 27, 2022
25
$106.57 - $110.92 $2.66K - $2.77K
HYG
Ishares Tr

ETFs
Q4 2021 Filed on Jan 27, 2022
217
$85.37 - $87.5 $18.5K - $19K
IEMG
Ishares Inc

ETFs
Q4 2021 Filed on Jan 27, 2022
145
$57.97 - $64.38 $8.41K - $9.34K
TLRY
Tilray Brands, Inc.

Healthcare
Q4 2021 Filed on Jan 27, 2022
460
$7.03 - $13.03 $3.23K - $5.99K
JNJ
Johnson & Johnson

Healthcare
Q4 2021 Filed on Jan 27, 2022
350
$155.93 - $173.01 $54.6K - $60.6K
SYK
Stryker Corp

Healthcare
Q4 2021 Filed on Jan 27, 2022
575
$236.63 - $276.44 $136K - $159K
KMI
Kinder Morgan, Inc.

Energy
Q4 2021 Filed on Jan 27, 2022
915
$15.24 - $18.65 $13.9K - $17.1K
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Jan 27, 2022
735
$53.63 - $62.52 $39.4K - $46K
PFE
Pfizer Inc

Healthcare
Q4 2021 Filed on Jan 27, 2022
200
$41.32 - $61.25 $8.26K - $12.3K
CNTY
Century Casinos Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
2,125
$11.79 - $15.82 $25.1K - $33.6K
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Jan 27, 2022
24
$12.09 - $14.68 $290 - $352
VZ
Verizon Communications Inc

Communication Services
Q4 2021 Filed on Jan 27, 2022
8
$49.77 - $54.53 $398 - $436
VB
Vanguard Small Cap ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
350
$215.13 - $239.37 $75.3K - $83.8K
FLL
Full House Resorts Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
7,500
$8.55 - $12.35 $64.1K - $92.6K
MMM
3 M CO

Industrials
Q4 2021 Filed on Jan 27, 2022
100
$170.04 - $183.66 $17K - $18.4K
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2021 Filed on Jan 27, 2022
1,923
$102.53 - $116.01 $197K - $223K
EVRI
Everi Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
5,050
$19.1 - $25.94 $96.5K - $131K
ETSY
Etsy Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
700
$198.72 - $296.91 $139K - $208K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2021 Filed on Jan 27, 2022
400
$140.47 - $150.69 $56.2K - $60.3K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2021 Filed on Jan 27, 2022
875
$20.73 - $24.69 $18.1K - $21.6K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2021 Filed on Jan 27, 2022
1,085
$80.78 - $81.98 $87.6K - $88.9K
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