CPWM
BRDS

Cypress Point Wealth Management’s Bird Global, Inc. BRDS Stock Holding History

Cypress Point Wealth Management’s Portfolio BRDS Stock Details BRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-29,501
Closed -$59.6K – 55
2023
Q2 		$59.6K Sell
29,501
-68,568
-70% -$216K 0.06% 42
2023
Q1 		$686K Buy
+98,069
New +$509K 0.97% 25

Other funds holding BRDS

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cypress Point Wealth Management's BRDS Position: Q3 2023 in Review

Cypress Point Wealth Management sold out of Bird Global, Inc. (BRDS) in Q3 2023, closing a stake of 29,501 shares — an estimated $59.6K sold.

Cypress Point Wealth Management first reported a position in BRDS in Q1 2023 and held it in 2 quarters. The position peaked at $686K in Q1 2023. 8 funds tracked by Wall St. Rank hold BRDS as of Q3 2023.

  • Cypress Point Wealth Management reported no remaining Bird Global, Inc. position as of Q3 2023 after selling out during the quarter.
  • Cypress Point Wealth Management sold 29,501 Bird Global, Inc. shares in Q3 2023, an estimated $59.6K.
  • Cypress Point Wealth Management first reported a position in Bird Global, Inc. in Q1 2023 and held it in 2 quarters.
  • Cypress Point Wealth Management's Bird Global, Inc. position peaked at $686K in Q1 2023.
  • 8 funds tracked by Wall St. Rank held Bird Global, Inc. as of Q3 2023.

Based on Cypress Point Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.