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Cypress Asset Management’s Vanguard Information Technology ETF VGT Stock Holding History

Cypress Asset Management’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-20,560
Closed -$716K – 139
2020
Q2 		$716K Buy
20,560
+4,120
+25% +$129K 0.24% 95
2020
Q1 		$435K Buy
+16,440
New +$498K 0.19% 96

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Cypress Asset Management's VGT Position: Q3 2020 in Review

Cypress Asset Management sold out of Vanguard Information Technology ETF (VGT) in Q3 2020, closing a stake of 20,560 shares — an estimated $716K sold.

Cypress Asset Management first reported a position in VGT in Q1 2020 and held it in 2 quarters. The position peaked at $716K in Q2 2020. 871 funds tracked by Wall St. Rank hold VGT as of Q3 2020.

  • Cypress Asset Management reported no remaining Vanguard Information Technology ETF position as of Q3 2020 after selling out during the quarter.
  • Cypress Asset Management sold 20,560 Vanguard Information Technology ETF shares in Q3 2020, an estimated $716K.
  • Cypress Asset Management first reported a position in Vanguard Information Technology ETF in Q1 2020 and held it in 2 quarters.
  • Cypress Asset Management's Vanguard Information Technology ETF position peaked at $716K in Q2 2020.
  • 871 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2020.

Based on Cypress Asset Management's 13F filing for Q3 2020, filed 26 Oct 2020.