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
TRMB
Trimble Inc.

Technology
Q1 2021 Filed on May 07, 2021
3,900
$65.91 - $77.79 $257K - $303K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
5,870
$134.53 - $157.92 $790K - $927K
TSCO
Tractor Supply CO

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
100
$139.71 - $178.48 $14K - $17.8K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2021 Filed on May 07, 2021
1,250
$439.85 - $518.83 $550K - $649K
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
6,190
$62.55 - $70.23 $387K - $435K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 07, 2021
26
$75.57 - $86.92 $1.96K - $2.26K
SRG
Seritage Growth Properties

Real Estate
Q1 2021 Filed on May 07, 2021
560
$13.86 - $23.22 $7.76K - $13K
UL
Unilever PLC

Consumer Defensive
Q1 2021 Filed on May 07, 2021
9,165
$52.06 - $60.97 $477K - $559K
UNP
Union Pacific Corp

Industrials
Q1 2021 Filed on May 07, 2021
1,510
$194.33 - $222.98 $293K - $337K
ALC
Alcon Inc

Healthcare
Q1 2021 Filed on May 07, 2021
2,425
$65.32 - $76.01 $158K - $184K
WTM
White Mountains Insurance Group LTD

Financial Services
Q1 2021 Filed on May 07, 2021
95
$1010.0 - $1267.52 $96K - $120K
LBTYK
Liberty Global PLC

Communication Services
Q1 2021 Filed on May 07, 2021
2,414
$23.53 - $26.56 $56.8K - $64.1K
ACN
Accenture PLC

Technology
Q1 2021 Filed on May 07, 2021
2,340
$241.92 - $280.77 $566K - $657K
AXS
Axis Capital Holdings LTD

Financial Services
Q1 2021 Filed on May 07, 2021
674
$45.0 - $53.09 $30.3K - $35.8K
ZTS
Zoetis Inc.

Healthcare
Q1 2021 Filed on May 07, 2021
2,725
$144.0 - $169.39 $392K - $462K
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2021 Filed on May 07, 2021
4,825
$42.93 - $59.06 $207K - $285K
V
Visa Inc.

Financial Services
Q1 2021 Filed on May 07, 2021
810
$193.25 - $226.15 $157K - $183K
SCHL
Scholastic Corp

Communication Services
Q1 2021 Filed on May 07, 2021
250
$24.43 - $31.48 $6.11K - $7.87K
SNY
Sanofi

Healthcare
Q1 2021 Filed on May 07, 2021
235
$45.46 - $50.51 $10.7K - $11.9K
ROP
Roper Technologies Inc

Industrials
Q1 2021 Filed on May 07, 2021
1,050
$371.89 - $438.53 $390K - $460K
MCY
Mercury General Corp

Financial Services
Q1 2021 Filed on May 07, 2021
245
$51.15 - $65.73 $12.5K - $16.1K
L
Loews Corp

Financial Services
Q1 2021 Filed on May 07, 2021
30,318
$44.4 - $52.86 $1.35M - $1.6M
RAMP
Live Ramp Holdings, Inc.

Technology
Q1 2021 Filed on May 07, 2021
5,500
$48.85 - $85.96 $269K - $473K
LBRDK
Liberty Broadband Corp

Communication Services
Q1 2021 Filed on May 07, 2021
136
$142.73 - $156.84 $19.4K - $21.3K
LHX
L3 Harris Technologies, Inc.

Industrials
Q1 2021 Filed on May 07, 2021
1,250
$171.51 - $203.08 $214K - $254K
Kirkland Lake Gold LTD
Q1 2021 Filed on May 07, 2021
8,190
N/A
KEX
Kirby Corp

Industrials
Q1 2021 Filed on May 07, 2021
150
$50.76 - $69.9 $7.61K - $10.5K
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2021 Filed on May 07, 2021
1,650
$128.33 - $139.05 $212K - $229K
JLL
Jones Lang Lasalle Inc

Real Estate
Q1 2021 Filed on May 07, 2021
3,555
$142.33 - $181.78 $506K - $646K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
60
$136.11 - $195.67 $8.17K - $11.7K
National Instrs Corp
Q1 2021 Filed on May 07, 2021
200
N/A
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
523
$31.97 - $54.27 $16.7K - $28.4K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
1,725
$10.54 - $13.48 $18.2K - $23.3K
POST
Post Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 07, 2021
125
$60.87 - $70.33 $7.61K - $8.79K
PXD
Pioneer Natural Resources CO

Energy
Q1 2021 Filed on May 07, 2021
75
$113.48 - $169.27 $8.51K - $12.7K
PKI
Perkinelmer Inc

Healthcare
Q1 2021 Filed on May 07, 2021
3,075
$120.35 - $160.53 $370K - $494K
PAAS
Pan American Silver Corp

Basic Materials
Q1 2021 Filed on May 07, 2021
14,485
$28.12 - $38.3 $407K - $555K
NKE
Nike, Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
4,375
$128.64 - $147.05 $563K - $643K
NEM
Newmont Corp

Basic Materials
Q1 2021 Filed on May 07, 2021
2,615
$54.38 - $65.24 $142K - $171K
NPK
National Presto Industries Inc

Industrials
Q1 2021 Filed on May 07, 2021
128
$87.35 - $117.87 $11.2K - $15.1K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
135
$109.0 - $148.5 $14.7K - $20K
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