CPWM
CHDN icon

Cypress Point Wealth Management’s Churchill Downs CHDN Stock Holding History

Cypress Point Wealth Management’s Portfolio CHDN Stock Details CHDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-150
Closed -$15K – 169
2021
Q2 		$15K Buy
+150
New +$15.4K 0.01% 117

Other funds holding CHDN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NC
Nitorum Capital New York $147M AUM 45.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of Churchill Downs (CHDN) in Q3 2021, closing a stake of 150 shares — an estimated $15K sold.

Cypress Point Wealth Management first reported a position in CHDN in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 319 funds tracked by Wall St. Rank hold CHDN as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Churchill Downs position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 150 Churchill Downs shares in Q3 2021, an estimated $15K.
  • Cypress Point Wealth Management first reported a position in Churchill Downs in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Churchill Downs position peaked at $15K in Q2 2021.
  • 319 funds tracked by Wall St. Rank held Churchill Downs as of Q3 2021.

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