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Cypress Point Wealth Management’s Dow Inc DOW Stock Holding History

Cypress Point Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-359
Closed -$21K – 65
2021
Q3 		$21K Hold
359
– – 0.02% 88
2021
Q2 		$23K Hold
359
– – 0.02% 94
2021
Q1 		$23K Hold
359
– – 0.02% 60
2020
Q4 		$20K Buy
+359
New +$18.5K 0.03% 130

Other funds holding DOW

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of Dow Inc (DOW) in Q4 2021, closing a stake of 359 shares — an estimated $21K sold.

Cypress Point Wealth Management first reported a position in DOW in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q2 2021. 1,474 funds tracked by Wall St. Rank hold DOW as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Dow Inc position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 359 Dow Inc shares in Q4 2021, an estimated $21K.
  • Cypress Point Wealth Management first reported a position in Dow Inc in Q4 2020 and held it in 4 quarters.
  • Cypress Point Wealth Management's Dow Inc position peaked at $23K in Q2 2021.
  • 1,474 funds tracked by Wall St. Rank held Dow Inc as of Q4 2021.

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