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
NLY
Annaly Capital Management Inc

Real Estate
Q4 2021 Filed on Jan 27, 2022
17
$7.79 - $8.73 $132 - $148
SYY
Sysco Corp

Consumer Defensive
Q4 2021 Filed on Jan 27, 2022
5
$68.07 - $83.35 $340 - $417
BAC
Bank Of America Corp

Financial Services
Q4 2021 Filed on Jan 27, 2022
1,000
$43.08 - $48.37 $43.1K - $48.4K
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Jan 27, 2022
3
$44.42 - $77.34 $133 - $232
URBN
Urban Outfitters Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
15
$27.2 - $37.65 $408 - $565
MANH
Manhattan Associates Inc

Technology
Q4 2021 Filed on Jan 27, 2022
4
$147.79 - $185.09 $591 - $740
LMT
Lockheed Martin Corp

Industrials
Q4 2021 Filed on Jan 27, 2022
1
$326.31 - $376.33 $326 - $376
DIS
Walt Disney CO

Communication Services
Q4 2021 Filed on Jan 27, 2022
6
$142.15 - $177.71 $853 - $1.07K
DVN
Devon Energy Corp

Energy
Q4 2021 Filed on Jan 27, 2022
21
$36.81 - $45.12 $773 - $948
F
Ford Motor CO

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
600
$14.12 - $21.45 $8.47K - $12.9K
CPNG
Coupang, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
22
$25.69 - $30.45 $565 - $670
BA
Boeing CO

Industrials
Q4 2021 Filed on Jan 27, 2022
2
$188.19 - $233.09 $376 - $466
AMD
Advanced Micro Devices Inc

Technology
Q4 2021 Filed on Jan 27, 2022
6
$100.34 - $161.91 $602 - $971
Zynga Inc
Q4 2021 Filed on Jan 27, 2022
2,500
N/A
ACM
Aecom

Industrials
Q4 2021 Filed on Jan 27, 2022
300
$62.27 - $77.35 $18.7K - $23.2K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2021 Filed on Jan 27, 2022
264
$92.55 - $94.67 $24.4K - $25K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2021 Filed on Jan 27, 2022
195
$49.38 - $52.95 $9.63K - $10.3K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Jan 27, 2022
244
$54.5 - $55.03 $13.3K - $13.4K
HON
Honeywell International Inc

Industrials
Q4 2021 Filed on Jan 27, 2022
100
$199.42 - $227.75 $19.9K - $22.8K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2021 Filed on Jan 27, 2022
753
$47.81 - $52.33 $36K - $39.4K
Spirit Of Tex Bancshares Inc
Q4 2021 Filed on Jan 27, 2022
4,158
N/A
INTU
Intuit Inc

Technology
Q4 2021 Filed on Jan 27, 2022
1
$525.35 - $694.66 $525 - $695
FTNT
Fortinet, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
8
$57.77 - $73.53 $462 - $588
GE
General Electric CO

Industrials
Q4 2021 Filed on Jan 27, 2022
105
$89.98 - $111.29 $9.45K - $11.7K
GM
General Motors CO

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
9
$53.13 - $64.61 $478 - $581
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
31
$212.12 - $242.56 $6.58K - $7.52K
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Jan 27, 2022
359
$52.76 - $60.06 $18.9K - $21.6K
DBX
Dropbox, Inc.

Technology
Q4 2021 Filed on Jan 27, 2022
70
$23.71 - $31.01 $1.66K - $2.17K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Jan 27, 2022
359
$69.13 - $81.02 $24.8K - $29.1K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2021 Filed on Jan 27, 2022
126
$157.12 - $168.08 $19.8K - $21.2K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q4 2021 Filed on Jan 27, 2022
91
$98.24 - $107.61 $8.94K - $9.79K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2021 Filed on Jan 27, 2022
53
$85.66 - $95.62 $4.54K - $5.07K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q4 2021 Filed on Jan 27, 2022
94
$13.45 - $22.71 $1.26K - $2.13K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
11
$44.57 - $55.81 $490 - $614
BWA
Borgwarner Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
100
$41.36 - $49.36 $4.14K - $4.94K
BALY
Bally'S Corp

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
157
$42.91 - $53.84 $6.74K - $8.45K
AEP
American Electric Power CO Inc

Utilities
Q3 2021 Filed on Nov 05, 2021
100
$81.18 - $91.08 $8.12K - $9.11K
BKR
Baker Hughes CO

Energy
Q3 2021 Filed on Nov 05, 2021
175
$19.65 - $25.13 $3.44K - $4.4K
AQB
Aqua Bounty Technologies, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
3
$3.9 - $5.67 $11.7 - $17
CVET
Covetrus, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
60
$18.14 - $27.03 $1.09K - $1.62K
BP
Bp PLC

Energy
Q3 2021 Filed on Nov 05, 2021
450
$23.09 - $27.33 $10.4K - $12.3K
CHDN
Churchill Downs Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
75
$177.29 - $243.18 $13.3K - $18.2K
CS
Credit Suisse Group Ag

Financial Services
Q3 2021 Filed on Nov 05, 2021
750
$9.4 - $10.72 $7.05K - $8.04K
BYD
Boyd Gaming Corp

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
200
$51.64 - $66.39 $10.3K - $13.3K
BSX
Boston Scientific Corp

Healthcare
Q3 2021 Filed on Nov 05, 2021
700
$41.23 - $45.88 $28.9K - $32.1K
DAL
Delta Air Lines, Inc.

Industrials
Q3 2021 Filed on Nov 05, 2021
250
$37.93 - $44.23 $9.48K - $11.1K
FANG
Diamondback Energy, Inc.

Energy
Q3 2021 Filed on Nov 05, 2021
16
$67.88 - $99.6 $1.09K - $1.59K
OVV
Ovintiv Inc.

Energy
Q3 2021 Filed on Nov 05, 2021
400
$22.64 - $33.45 $9.06K - $13.4K
PDCO
Patterson Companies, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
350
$28.98 - $32.2 $10.1K - $11.3K
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