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Cypress Point Wealth Management’s Aecom ACM Stock Holding History

Cypress Point Wealth Management’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-300
Closed -$19K – 32
2021
Q3 		$19K Hold
300
– – 0.01% 92
2021
Q2 		$19K Buy
+300
New +$19.6K 0.01% 105

Other funds holding ACM

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cypress Point Wealth Management's ACM Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Aecom (ACM) in Q4 2021, closing a stake of 300 shares — an estimated $19K sold.

Cypress Point Wealth Management first reported a position in ACM in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q3 2021. 370 funds tracked by Wall St. Rank hold ACM as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Aecom position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 300 Aecom shares in Q4 2021, an estimated $19K.
  • Cypress Point Wealth Management first reported a position in Aecom in Q2 2021 and held it in 2 quarters.
  • Cypress Point Wealth Management's Aecom position peaked at $19K in Q3 2021.
  • 370 funds tracked by Wall St. Rank held Aecom as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.