CPWM
DD icon

Cypress Point Wealth Management’s DuPont de Nemours DD Stock Holding History

Cypress Point Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-286
Closed -$24K – 60
2021
Q3 		$24K Hold
286
– – 0.02% 87
2021
Q2 		$28K Hold
286
– – 0.02% 83
2021
Q1 		$28K Sell
286
-16,019
-98% -$1.54M 0.03% 51
2020
Q4 		$1.46M Buy
+16,305
New +$1.28M 2.21% 7

Other funds holding DD

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cypress Point Wealth Management's DD Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of DuPont de Nemours (DD) in Q4 2021, closing a stake of 286 shares — an estimated $24K sold.

Cypress Point Wealth Management first reported a position in DD in Q4 2020 and held it in 4 quarters. The position peaked at $1.46M in Q4 2020. 1,371 funds tracked by Wall St. Rank hold DD as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining DuPont de Nemours position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 286 DuPont de Nemours shares in Q4 2021, an estimated $24K.
  • Cypress Point Wealth Management first reported a position in DuPont de Nemours in Q4 2020 and held it in 4 quarters.
  • Cypress Point Wealth Management's DuPont de Nemours position peaked at $1.46M in Q4 2020.
  • 1,371 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.