CPWM
AEVA

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

Cypress Point Wealth Management’s Portfolio AEVA Stock Details AEVA Fund Activity
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

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Vanguard Group
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BlackRock
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Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return