Cypress Point Wealth Management
Latest statistics and disclosures from Cypress Point Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PLTR, DFAC, AVLC, DFIC, VOO, and represent 46.77% of Cypress Point Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AVLC (+$10M), DFAC (+$10M), XOM (+$6.8M), DFIC, VOO, DFUS, VTI, DFAU, AVDV, BND.
- Started 18 new stock positions in IVV, AVEE, XOM, CRM, JPM, VBR, AVLC, DFUS, LLY, DFAE. IBDQ, DUSB, SMCI, WCLD, ICSH, KKR, OSCR, VEU.
- Reduced shares in these 10 stocks: DFAT, PSX, VYM, VO, IEFA, EEMV, EEMS, USRT, AMZN, REET.
- Sold out of its position in PSX.
- Cypress Point Wealth Management was a net buyer of stock by $47M.
- Cypress Point Wealth Management has $195M in assets under management (AUM), dropping by 45.08%.
- Central Index Key (CIK): 0001825611
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Cypress Point Wealth Management holds 71 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Cypress Point Wealth Management
SEC 13F filings are viewable for Cypress Point Wealth Management going back to 2020
- Cypress Point Wealth Management 2024 Q1 filed May 7, 2024
- Cypress Point Wealth Management 2023 Q4 filed Jan. 17, 2024
- Cypress Point Wealth Management 2023 Q3 filed Oct. 31, 2023
- Cypress Point Wealth Management 2023 Q2 filed July 20, 2023
- Cypress Point Wealth Management 2023 Q1 filed May 8, 2023
- Cypress Point Wealth Management 2022 Q4 filed Feb. 1, 2023
- Cypress Point Wealth Management 2022 Q3 filed Nov. 1, 2022
- Cypress Point Wealth Management 2022 Q2 filed Aug. 8, 2022
- Cypress Point Wealth Management 2022 Q1 filed April 29, 2022
- Cypress Point Wealth Management 2021 Q4 filed Jan. 27, 2022
- Cypress Point Wealth Management 2021 Q3 filed Nov. 5, 2021
- Cypress Point Wealth Management 2021 Q3 restated filed Nov. 5, 2021
- Cypress Point Wealth Management 2021 Q2 filed Aug. 4, 2021
- Cypress Point Wealth Management 2021 Q1 filed May 7, 2021
- Cypress Point Wealth Management 2020 Q4 filed Feb. 5, 2021