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
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2021 Filed on Jan 27, 2022
46
$100.51 - $106.41 $4.62K - $4.89K
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
457
$42.07 - $66.11 $19.2K - $30.2K
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Jan 27, 2022
400
$35.73 - $48.36 $14.3K - $19.3K
VIR
Vir Biotechnology, Inc.

Healthcare
Q4 2021 Filed on Jan 27, 2022
4,261
$30.97 - $54.03 $132K - $230K
XLP
Consumer Staples Sector Spdr

ETFs
Q4 2021 Filed on Jan 27, 2022
150
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2021 Filed on Jan 27, 2022
3,625
$28.68 - $31.96 $104K - $116K
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Jan 27, 2022
942
$58.28 - $72.53 $54.9K - $68.3K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2021 Filed on Jan 27, 2022
1,950
$19.23 - $25.63 $37.5K - $50K
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
J
Jacobs Engineering Group Inc

Industrials
Q4 2021 Filed on Jan 27, 2022
200
$131.36 - $148.45 $26.3K - $29.7K
RBBN
Ribbon Communications Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
50
$5.23 - $6.35 $262 - $318
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
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
Q4 2021 Filed on Jan 27, 2022
101
$40.78 - $44.63 $4.12K - $4.51K
WING
Wingstop Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
200
$151.48 - $176.87 $30.3K - $35.4K
WMT
Walmart Inc.

Consumer Defensive
Q4 2021 Filed on Jan 27, 2022
62
$135.47 - $151.28 $8.4K - $9.38K
DHI
Horton D R Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
175
$82.96 - $109.65 $14.5K - $19.2K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
250
$99.91 - $140.28 $25K - $35.1K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
40
$127.7 - $130.86 $5.11K - $5.23K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
34
$16.74 - $20.66 $569 - $702
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2021 Filed on Jan 27, 2022
25
$48.64 - $55.07 $1.22K - $1.38K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q4 2021 Filed on Jan 27, 2022
68
$51.25 - $51.8 $3.49K - $3.52K
Rover Group Inc
Q4 2021 Filed on Jan 27, 2022
200
N/A
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
1
$605.55 - $747.79 $606 - $748
CC
Chemours CO

Basic Materials
Q4 2021 Filed on Jan 27, 2022
168
$27.95 - $33.56 $4.7K - $5.64K
LNG
Cheniere Energy, Inc.

Energy
Q4 2021 Filed on Jan 27, 2022
34
$98.8 - $111.51 $3.36K - $3.79K
CVX
Chevron Corp

Energy
Q4 2021 Filed on Jan 27, 2022
250
$104.33 - $118.79 $26.1K - $29.7K
ROVR
Rover Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
1,000
$9.46 - $13.96 $9.46K - $14K
CSCO
Cisco Systems, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
936
$53.25 - $63.96 $49.8K - $59.9K
Mudrick Capital Acqu Corp Ii
Q4 2021 Filed on Jan 27, 2022
1,300
N/A
MCO
Moodys Corp

Financial Services
Q4 2021 Filed on Jan 27, 2022
2
$349.73 - $406.69 $699 - $813
COP
Conocophillips

Energy
Q4 2021 Filed on Jan 27, 2022
1,433
$68.6 - $77.03 $98.3K - $110K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Jan 27, 2022
359
$41.95 - $48.7 $15.1K - $17.5K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
752
$73.18 - $84.81 $55K - $63.8K
MOH
Molina Healthcare, Inc.

Healthcare
Q4 2021 Filed on Jan 27, 2022
2
$269.41 - $324.88 $539 - $650
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
4
$146.39 - $173.51 $586 - $694
CVS
Cvs Health Corp

Healthcare
Q4 2021 Filed on Jan 27, 2022
83
$83.15 - $103.7 $6.9K - $8.61K
CI
Cigna Corp

Healthcare
Q4 2021 Filed on Jan 27, 2022
150
$191.9 - $231.65 $28.8K - $34.7K
ABT
Abbott Laboratories

Healthcare
Q4 2021 Filed on Jan 27, 2022
200
$115.53 - $141.46 $23.1K - $28.3K
CLBTW
Cellebrite Di LTD Wt Exp (Isr)
Q4 2021 Filed on Jan 27, 2022
333
N/A
CLBT
Cellebrite Di Ltd.

Technology
Q4 2021 Filed on Jan 27, 2022
999
$7.8 - $11.24 $7.79K - $11.2K
WTFC
Wintrust Financial Corp

Financial Services
Q4 2021 Filed on Jan 27, 2022
5
$81.84 - $96.94 $409 - $485
HYD
Vaneck High Yield Muni ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
20
$61.76 - $62.59 $1.24K - $1.25K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
226
$111.96 - $177.7 $25.3K - $40.2K
AMX
America Movil Sab De Cv

Communication Services
Q4 2021 Filed on Jan 27, 2022
698
$17.07 - $21.14 $11.9K - $14.8K
AAL
American Airlines Group Inc.

Industrials
Q4 2021 Filed on Jan 27, 2022
151
$16.28 - $22.26 $2.46K - $3.36K
UNVR
Univar Solutions Inc.

Basic Materials
Q4 2021 Filed on Jan 27, 2022
19
$24.49 - $29.2 $465 - $555
TMUS
T Mobile Us, Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
6
$106.72 - $126.76 $640 - $761
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