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Cypress Point Wealth Management’s Diageo DEO Stock Holding History

Cypress Point Wealth Management’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,690
Closed -$586K – 130
2020
Q4 		$586K Buy
+3,690
New +$550K 0.89% 36

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cypress Point Wealth Management's DEO Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Diageo (DEO) in Q1 2021, closing a stake of 3,690 shares — an estimated $586K sold.

Cypress Point Wealth Management first reported a position in DEO in Q4 2020 and held it in 1 quarter. The position peaked at $586K in Q4 2020. 930 funds tracked by Wall St. Rank hold DEO as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Diageo position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 3,690 Diageo shares in Q1 2021, an estimated $586K.
  • Cypress Point Wealth Management first reported a position in Diageo in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Diageo position peaked at $586K in Q4 2020.
  • 930 funds tracked by Wall St. Rank held Diageo as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.