Cypress Point Wealth Management’s Aeva Technologies AEVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,073
Closed -$12.3K 43
2023
Q1
$12.3K Hold
2,073
0.02% 39
2022
Q4
$14.1K Hold
2,073
0.02% 37
2022
Q3
$19K Buy
+2,073
New +$32.7K 0.04% 25
2021
Q4
Sell
-2,099
Closed -$83K 33
2021
Q3
$83K Buy
+2,099
New +$97.6K 0.06% 46

Other funds holding AEVA

Cypress Point Wealth Management's AEVA Position: Q2 2023 in Review

Cypress Point Wealth Management sold out of Aeva Technologies (AEVA) in Q2 2023, closing a stake of 2,073 shares — an estimated $12.3K sold.

Cypress Point Wealth Management first reported a position in AEVA in Q3 2021 and held it in 4 quarters. The position peaked at $83K in Q3 2021. 107 funds tracked by Wall St. Rank hold AEVA as of Q2 2023.

  • Cypress Point Wealth Management reported no remaining Aeva Technologies position as of Q2 2023 after selling out during the quarter.
  • Cypress Point Wealth Management sold 2,073 Aeva Technologies shares in Q2 2023, an estimated $12.3K.
  • Cypress Point Wealth Management first reported a position in Aeva Technologies in Q3 2021 and held it in 4 quarters.
  • Cypress Point Wealth Management's Aeva Technologies position peaked at $83K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held Aeva Technologies as of Q2 2023.

Based on Cypress Point Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.