Cypress Wealth Services, LLC Closed Holding Positions

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TT
Trane Technologies PLC

Industrials
Q3 2021 Filed on Oct 13, 2021
11,323
$172.65 - $206.56 $1.95M - $2.34M
IR
Ingersoll Rand Inc.

Industrials
Q3 2021 Filed on Oct 13, 2021
9,695
$46.25 - $54.98 $448K - $533K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q3 2021 Filed on Oct 13, 2021
2,018
$94.25 - $103.04 $190K - $208K
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Oct 13, 2021
1,388
$162.19 - $187.74 $225K - $261K
CMI
Cummins Inc

Industrials
Q3 2021 Filed on Oct 13, 2021
1,099
$219.54 - $243.28 $241K - $267K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 13, 2021
1,158
$36.55 - $41.17 $42.3K - $47.7K
FLO
Flowers Foods Inc

Consumer Defensive
Q3 2021 Filed on Oct 13, 2021
12,322
$22.68 - $25.17 $279K - $310K
GIS
General Mills Inc

Consumer Defensive
Q3 2021 Filed on Oct 13, 2021
4,053
$56.79 - $60.86 $230K - $247K
TTD
Trade Desk, Inc.

Technology
Q3 2021 Filed on Oct 13, 2021
2,880
$67.81 - $87.53 $195K - $252K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2021 Filed on Oct 13, 2021
3,717
$57.41 - $63.0 $213K - $234K
Ishares Tr
Q3 2021 Filed on Oct 13, 2021
12,376
N/A
ALLE
Allegion PLC

Industrials
Q3 2021 Filed on Oct 13, 2021
3,526
$132.18 - $148.13 $466K - $522K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
Q3 2021 Filed on Oct 13, 2021
12,412
$31.43 - $31.91 $390K - $396K
VFC
V F Corp

Consumer Cyclical
Q3 2021 Filed on Oct 13, 2021
4,949
$66.05 - $84.55 $327K - $418K
UBER
Uber Technologies, Inc

Technology
Q3 2021 Filed on Oct 13, 2021
4,927
$38.48 - $51.71 $190K - $255K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2021 Filed on Jul 14, 2021
1,207
$166.65 - $179.87 $201K - $217K
IWV
Ishares Russell 3000 ETF

ETFs
Q2 2021 Filed on Jul 14, 2021
1,298
$240.32 - $256.01 $312K - $332K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2021 Filed on Jul 14, 2021
2,257
$166.46 - $180.76 $376K - $408K
CAH
Cardinal Health Inc

Healthcare
Q2 2021 Filed on Jul 14, 2021
3,864
$55.56 - $62.02 $215K - $240K
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2021 Filed on Jul 14, 2021
2,621
$93.53 - $105.5 $245K - $277K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q2 2021 Filed on Jul 14, 2021
5,191
$56.16 - $56.92 $292K - $295K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2021 Filed on Jul 14, 2021
2,391
$146.13 - $163.65 $349K - $391K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2021 Filed on Jul 14, 2021
3,962
$59.11 - $60.52 $234K - $240K
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2021 Filed on Jul 14, 2021
4,207
$110.51 - $117.85 $465K - $496K
SYY
Sysco Corp

Consumer Defensive
Q2 2021 Filed on Jul 14, 2021
2,834
$74.71 - $86.26 $212K - $244K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q2 2021 Filed on Jul 14, 2021
3,251
$136.79 - $159.82 $445K - $520K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
Q2 2021 Filed on Jul 14, 2021
53,461
$33.35 - $34.22 $1.78M - $1.83M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
Q2 2021 Filed on Jul 14, 2021
6,700
$32.89 - $33.98 $220K - $228K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2021 Filed on Jul 14, 2021
2,336
$278.74 - $313.3 $651K - $732K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2021 Filed on Jul 14, 2021
6,988
$152.86 - $162.4 $1.07M - $1.13M
MCHI
Ishares Msci China ETF

ETFs
Q2 2021 Filed on Jul 14, 2021
2,837
$76.69 - $84.08 $218K - $239K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2021 Filed on Jul 14, 2021
3,975
$44.87 - $55.18 $178K - $219K
HFRO
Highland Income Fund\Ma

Financial Services
Q2 2021 Filed on Jul 14, 2021
16,927
$9.92 - $12.05 $168K - $204K
ED
Consolidated Edison Inc

Utilities
Q2 2021 Filed on Jul 14, 2021
2,669
$71.72 - $79.85 $191K - $213K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
Q2 2021 Filed on Jul 14, 2021
8,000
$36.7 - $37.8 $294K - $302K
FYX
First Tr Small Cap Core Alphad

ETFs
Q2 2021 Filed on Jul 14, 2021
9,772
$89.29 - $96.6 $873K - $944K
FTA
First Tr Large Cap Value

ETFs
Q2 2021 Filed on Jul 14, 2021
23,033
$63.99 - $68.35 $1.47M - $1.57M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
Q2 2021 Filed on Jul 14, 2021
10,300
$32.04 - $33.23 $330K - $342K
LRCX
Lam Research Corp

Technology
Q2 2021 Filed on Jul 14, 2021
377
$557.67 - $668.0 $210K - $252K
Blackrock Muniyield Calif Fd
Q2 2021 Filed on Jul 14, 2021
11,281
N/A
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q2 2021 Filed on Jul 14, 2021
1,950
$109.32 - $117.64 $213K - $229K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Jul 14, 2021
12,654
$15.18 - $16.01 $192K - $203K
PPT
Putnam Premier Income Trust

Financial Services
Q2 2021 Filed on Jul 14, 2021
15,000
$4.62 - $4.82 $69.3K - $72.3K
NMTR
9 Meters Biopharma, Inc.

Healthcare
Q2 2021 Filed on Jul 14, 2021
25,500
$1.04 - $1.5 $26.5K - $38.3K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2021 Filed on Jul 14, 2021
1,878
$210.08 - $246.6 $395K - $463K
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q2 2021 Filed on Jul 14, 2021
3,048
$66.4 - $70.33 $202K - $214K
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2021 Filed on Jul 14, 2021
1,925
$116.39 - $126.03 $224K - $243K
NAK
Northern Dynasty Minerals LTD

Basic Materials
Q2 2021 Filed on Jul 14, 2021
21,250
$0.49 - $0.67 $10.4K - $14.2K
FVD
First Tr Value Line Divid Inde

ETFs
Q2 2021 Filed on Jul 14, 2021
16,736
$38.16 - $40.72 $639K - $681K
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email