Cypress Point Wealth Management’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-450	Closed	-$12K	–	165
2021 Q2	$12K	Buy	+450	New	+$11.8K	0.01%	126

Other funds holding BP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Cypress Point Wealth Management's BP Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of BP (BP) in Q3 2021, closing a stake of 450 shares — an estimated $12K sold.

Cypress Point Wealth Management first reported a position in BP in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 963 funds tracked by Wall St. Rank hold BP as of Q3 2021.

Cypress Point Wealth Management reported no remaining BP position as of Q3 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 450 BP shares in Q3 2021, an estimated $12K.
Cypress Point Wealth Management first reported a position in BP in Q2 2021 and held it in 1 quarter.
Cypress Point Wealth Management's BP position peaked at $12K in Q2 2021.
963 funds tracked by Wall St. Rank held BP as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.