CPWM
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Cypress Point Wealth Management’s Affiliated Managers Group AMG Stock Holding History

Cypress Point Wealth Management’s Portfolio AMG Stock Details AMG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-275
Closed -$28K – 113
2020
Q4 		$28K Buy
+275
New +$28K 0.04% 118