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Cypress Point Wealth Management’s AXIS Capital AXS Stock Holding History

Cypress Point Wealth Management’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-674
Closed -$34K – 116
2020
Q4 		$34K Buy
+674
New +$32.7K 0.05% 114

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SPC
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BlackRock
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RRAM
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Barrow, Hanley, Mewhinney & Strauss
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Dimensional Fund Advisors
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Cypress Point Wealth Management's AXS Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of AXIS Capital (AXS) in Q1 2021, closing a stake of 674 shares — an estimated $34K sold.

Cypress Point Wealth Management first reported a position in AXS in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 251 funds tracked by Wall St. Rank hold AXS as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining AXIS Capital position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 674 AXIS Capital shares in Q1 2021, an estimated $34K.
  • Cypress Point Wealth Management first reported a position in AXIS Capital in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's AXIS Capital position peaked at $34K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.