CPWM
EQC

Cypress Point Wealth Management’s Equity Commonwealth EQC Stock Holding History

Cypress Point Wealth Management’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-31,675
Closed -$864K – 201
2020
Q4 		$864K Buy
+31,675
New +$845K 1.31% 24

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of Equity Commonwealth (EQC) in Q1 2021, closing a stake of 31,675 shares — an estimated $864K sold.

Cypress Point Wealth Management first reported a position in EQC in Q4 2020 and held it in 1 quarter. The position peaked at $864K in Q4 2020. 278 funds tracked by Wall St. Rank hold EQC as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Equity Commonwealth position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 31,675 Equity Commonwealth shares in Q1 2021, an estimated $864K.
  • Cypress Point Wealth Management first reported a position in Equity Commonwealth in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Equity Commonwealth position peaked at $864K in Q4 2020.
  • 278 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2021.

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