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
OGN
Organon & Co.

Healthcare
Q3 2021 Filed on Nov 05, 2021
12
$28.63 - $35.64 $344 - $428
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
PUMP
Pro Petro Holding Corp.

Energy
Q3 2021 Filed on Nov 05, 2021
200
$6.56 - $9.89 $1.31K - $1.98K
RRC
Range Resources Corp

Energy
Q3 2021 Filed on Nov 05, 2021
200
$12.72 - $22.63 $2.54K - $4.53K
RF
Regions Financial Corp

Financial Services
Q3 2021 Filed on Nov 05, 2021
375
$18.14 - $21.76 $6.8K - $8.16K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2021 Filed on Nov 05, 2021
16
$24.79 - $32.52 $397 - $520
Royal Dutch Shell PLC
Q3 2021 Filed on Nov 05, 2021
250
N/A
SENS
Senseonics Holdings, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
2,000
$2.77 - $4.05 $5.54K - $8.1K
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Nov 05, 2021
250
$47.36 - $53.86 $11.8K - $13.5K
SWN
Southwestern Energy CO

Energy
Q3 2021 Filed on Nov 05, 2021
600
$3.97 - $5.88 $2.38K - $3.53K
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
125
$113.45 - $135.12 $14.2K - $16.9K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
50
$78.77 - $122.4 $3.94K - $6.12K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
250
$53.32 - $64.49 $13.3K - $16.1K
MOS
Mosaic CO

Basic Materials
Q3 2021 Filed on Nov 05, 2021
300
$28.79 - $36.84 $8.64K - $11.1K
MS
Morgan Stanley

Financial Services
Q3 2021 Filed on Nov 05, 2021
200
$87.64 - $105.45 $17.5K - $21.1K
ENDPQ
Endo Intl PLC Ord Shs (Irl)
Q3 2021 Filed on Nov 05, 2021
1,575
N/A
AMZA
Etfis Ser Tr I

ETFs
Q3 2021 Filed on Nov 05, 2021
100
$24.43 - $29.93 $2.44K - $2.99K
FSK
Fs Kkr Capital Corp

Financial Services
Q3 2021 Filed on Nov 05, 2021
535
$20.66 - $23.37 $11.1K - $12.5K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
10
$6.46 - $7.82 $64.6 - $78.2
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
225
$67.69 - $73.03 $15.2K - $16.4K
HA
Hawaiian Holdings Inc

Industrials
Q3 2021 Filed on Nov 05, 2021
300
$17.93 - $24.89 $5.38K - $7.47K
HSIC
Henry Schein Inc

Healthcare
Q3 2021 Filed on Nov 05, 2021
150
$73.8 - $81.23 $11.1K - $12.2K
HUM
Humana Inc

Healthcare
Q3 2021 Filed on Nov 05, 2021
50
$389.15 - $471.22 $19.5K - $23.6K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
200
$53.56 - $66.59 $10.7K - $13.3K
IIVI
Ii Vi Inc

Technology
Q3 2021 Filed on Nov 05, 2021
66
$59.29 - $74.08 $3.91K - $4.89K
INTC
Intel Corp

Technology
Q3 2021 Filed on Nov 05, 2021
300
$52.01 - $56.87 $15.6K - $17.1K
IGT
International Game Technology PLC

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
800
$17.42 - $26.76 $13.9K - $21.4K
JBLU
Jetblue Airways Corp

Industrials
Q3 2021 Filed on Nov 05, 2021
525
$14.11 - $17.12 $7.41K - $8.99K
MRO
Marathon Oil Corp

Energy
Q3 2021 Filed on Nov 05, 2021
1,325
$10.68 - $14.17 $14.2K - $18.8K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
500
$31.5 - $38.04 $15.8K - $19K
MRK
Merck & Co., Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
125
$71.68 - $78.83 $8.96K - $9.85K
Twc Tech Hldgs Ii Corp
Q3 2021 Filed on Nov 05, 2021
333
N/A
Twc Tech Hldgs Ii Corp
Q3 2021 Filed on Nov 05, 2021
999
N/A
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
Q3 2021 Filed on Nov 05, 2021
306
$35.85 - $45.48 $11K - $13.9K
EQX
Equinox Gold Corp.

Basic Materials
Q3 2021 Filed on Nov 05, 2021
3,000
$5.95 - $7.56 $17.9K - $22.7K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q3 2021 Filed on Nov 05, 2021
900
$60.41 - $66.23 $54.4K - $59.6K
ENB
Enbridge Inc

Energy
Q3 2021 Filed on Nov 05, 2021
275
$37.31 - $40.69 $10.3K - $11.2K
RTX
Raytheon Technologies Corp

Industrials
Q3 2021 Filed on Nov 05, 2021
466
$81.05 - $88.62 $37.8K - $41.3K
PG
Procter & Gamble CO

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
150
$135.24 - $145.68 $20.3K - $21.9K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q3 2021 Filed on Nov 05, 2021
11,169
$17.63 - $19.43 $197K - $217K
ICLN
Ishares

ETFs
Q3 2021 Filed on Nov 05, 2021
1,000
$21.65 - $23.79 $21.7K - $23.8K
AEP
American Electric Power CO Inc

Utilities
Q3 2021 Filed on Nov 05, 2021
100
$81.18 - $91.08 $8.12K - $9.11K
SONY
Sony Group Corp

Technology
Q3 2021 Filed on Nov 05, 2021
250
$96.61 - $117.61 $24.2K - $29.4K
GSK
Gsk PLC

Healthcare
Q3 2021 Filed on Nov 05, 2021
375
$38.79 - $43.16 $14.5K - $16.2K
Nebula Caravel Acquisition C
Q3 2021 Filed on Nov 05, 2021
200
N/A
Nebula Caravel Acquisition C
Q3 2021 Filed on Nov 05, 2021
1,000
N/A
ALK
Alaska Air Group, Inc.

Industrials
Q3 2021 Filed on Nov 05, 2021
75
$52.83 - $61.43 $3.96K - $4.61K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q3 2021 Filed on Nov 05, 2021
700
$35.55 - $40.23 $24.9K - $28.2K
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