CPWM
CS

Cypress Point Wealth Management’s Credit Suisse Group CS Stock Holding History

Cypress Point Wealth Management’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-750
Closed -$8K – 232
2021
Q2 		$8K Buy
+750
New +$7.96K 0.01% 157

Other funds holding CS

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of Credit Suisse Group (CS) in Q3 2021, closing a stake of 750 shares — an estimated $8K sold.

Cypress Point Wealth Management first reported a position in CS in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 194 funds tracked by Wall St. Rank hold CS as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Credit Suisse Group position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 750 Credit Suisse Group shares in Q3 2021, an estimated $8K.
  • Cypress Point Wealth Management first reported a position in Credit Suisse Group in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Credit Suisse Group position peaked at $8K in Q2 2021.
  • 194 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2021.

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