Cypress Point Wealth Management, LLC Closed Holding Positions

Cypress Point Wealth Management, LLC

  • $288 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MTDR
Matador Resources CO

Energy
Q2 2022 Filed on Aug 08, 2022
52,301
$45.58 - $66.56 $2.38M - $3.48M
ASAN
Asana, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
7,612
$16.66 - $41.8 $127K - $318K
GH
Guardant Health, Inc.

Healthcare
Q2 2022 Filed on Aug 08, 2022
3,272
$28.82 - $77.35 $94.3K - $253K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 08, 2022
3,942
$28.0 - $113.85 $110K - $449K
Renewable Energy Group Inc
Q2 2022 Filed on Aug 08, 2022
4,535
N/A
IBTX
Independent Bank Group, Inc.

Financial Services
Q2 2022 Filed on Aug 08, 2022
4,515
$65.9 - $73.22 $298K - $331K
CORZ
Core Scientific, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
134,638
N/A
CCCC
C4 Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 08, 2022
118,573
$5.06 - $26.46 $600K - $3.14M
J
Jacobs Engineering Group Inc

Industrials
Q4 2021 Filed on Jan 27, 2022
200
$131.36 - $148.45 $26.3K - $29.7K
PWR
Quanta Services, Inc.

Industrials
Q4 2021 Filed on Jan 27, 2022
425
$107.44 - $121.98 $45.7K - $51.8K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Jan 27, 2022
129
$192.55 - $216.56 $24.8K - $27.9K
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
ORCL
Oracle Corp

Technology
Q4 2021 Filed on Jan 27, 2022
125
$87.21 - $103.65 $10.9K - $13K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 27, 2022
100
$179.32 - $271.7 $17.9K - $27.2K
RBBN
Ribbon Communications Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
50
$5.23 - $6.35 $262 - $318
PFE
Pfizer Inc

Healthcare
Q4 2021 Filed on Jan 27, 2022
200
$41.32 - $61.25 $8.26K - $12.3K
QCOM
Qualcomm Inc

Technology
Q4 2021 Filed on Jan 27, 2022
250
$122.95 - $189.28 $30.7K - $47.3K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
125
$203.7 - $261.38 $25.5K - $32.7K
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
258
$145.8 - $156.8 $37.6K - $40.5K
LYFT
Lyft, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
31
$37.46 - $56.26 $1.16K - $1.74K
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
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
SO
Southern CO

Utilities
Q4 2021 Filed on Jan 27, 2022
7
$61.1 - $68.58 $428 - $480
LNW
Light & Wonder, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
500
$57.28 - $89.08 $28.6K - $44.5K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2021 Filed on Jan 27, 2022
1,087
$37.77 - $40.6 $41.1K - $44.1K
DHI
Horton D R Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
175
$82.96 - $109.65 $14.5K - $19.2K
RDS-A
Shell PLC

Energy
Q4 2021 Filed on Jan 27, 2022
250
$41.59 - $49.44 $10.4K - $12.4K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q4 2021 Filed on Jan 27, 2022
43
$428.64 - $477.48 $18.4K - $20.5K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
5,464
$15.26 - $21.71 $83.4K - $119K
VIR
Vir Biotechnology, Inc.

Healthcare
Q4 2021 Filed on Jan 27, 2022
4,261
$30.97 - $54.03 $132K - $230K
WMT
Walmart Inc.

Consumer Defensive
Q4 2021 Filed on Jan 27, 2022
62
$135.47 - $151.28 $8.4K - $9.38K
WING
Wingstop Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
200
$151.48 - $176.87 $30.3K - $35.4K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
Q4 2021 Filed on Jan 27, 2022
101
$40.78 - $44.63 $4.12K - $4.51K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2021 Filed on Jan 27, 2022
1,950
$19.23 - $25.63 $37.5K - $50K
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Jan 27, 2022
942
$58.28 - $72.53 $54.9K - $68.3K
CNTY
Century Casinos Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
2,125
$11.79 - $15.82 $25.1K - $33.6K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Jan 27, 2022
625
$99.53 - $127.75 $62.2K - $79.8K
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Jan 27, 2022
735
$53.63 - $62.52 $39.4K - $46K
GME
Game Stop Corp.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
1
$34.22 - $61.89 $34.2 - $61.9
MILE
Metromile, Inc.
Q4 2021 Filed on Jan 27, 2022
250
$2.04 - $3.65 $510 - $913
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