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Cypress Point Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Cypress Point Wealth Management’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-800
Closed -$23K – 194
2021
Q1 		$23K Hold
800
– – 0.02% 59
2020
Q4 		$22K Buy
+800
New +$21K 0.03% 126

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cypress Point Wealth Management's CMG Position: Q2 2021 in Review

Cypress Point Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q2 2021, closing a stake of 800 shares — an estimated $23K sold.

Cypress Point Wealth Management first reported a position in CMG in Q4 2020 and held it in 2 quarters. The position peaked at $23K in Q1 2021. 794 funds tracked by Wall St. Rank hold CMG as of Q2 2021.

  • Cypress Point Wealth Management reported no remaining Chipotle Mexican Grill position as of Q2 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 800 Chipotle Mexican Grill shares in Q2 2021, an estimated $23K.
  • Cypress Point Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2020 and held it in 2 quarters.
  • Cypress Point Wealth Management's Chipotle Mexican Grill position peaked at $23K in Q1 2021.
  • 794 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2021.

Based on Cypress Point Wealth Management's 13F filing for Q2 2021, filed 4 Aug 2021.