Cypress Point Wealth Management’s Eterna Therapeutics ERNA Stock Holding History

Cypress Point Wealth Management’s Portfolio ERNA Stock Details ERNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-252	Closed	-$16.8K	–	80
2025 Q1	$16.8K	Hold	252	–	–	0.01%	68
2024 Q4	$27.7K	Hold	252	–	–	0.01%	69
2024 Q3	$99.1K	Hold	252	–	–	0.04%	74
2024 Q2	$173K	Hold	252	–	–	0.08%	72
2024 Q1	$227K	Hold	252	–	–	0.12%	69
2023 Q4	$169K	Hold	252	–	–	0.13%	54
2023 Q3	$206K	Hold	252	–	–	0.18%	50
2023 Q2	$213K	Hold	252	–	–	0.23%	39
2023 Q1	$321K	Hold	252	–	–	0.45%	34
2022 Q4	$304K	Buy	+252	New	+$355K	0.48%	31
2022 Q3	–	Sell	-252	Closed	-$977K	–	26
2022 Q2	$977K	Hold	252	–	–	1.71%	17
2022 Q1	$3.87M	Hold	252	–	–	3.93%	8
2021 Q4	$7.87M	Buy	252 +189	+300%	+$10.3M	7.3%	3
2021 Q3	$4.39M	Hold	63	–	–	3.13%	5
2021 Q2	$8.5M	Buy	+63	New	+$9.07M	6.04%	3

Other funds holding ERNA

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Cypress Point Wealth Management's ERNA Position: Q2 2025 in Review

Cypress Point Wealth Management sold out of Eterna Therapeutics (ERNA) in Q2 2025, closing a stake of 252 shares — an estimated $16.8K sold.

Cypress Point Wealth Management first reported a position in ERNA in Q2 2021 and held it in 15 quarters. The position peaked at $8.5M in Q2 2021. 9 funds tracked by Wall St. Rank hold ERNA as of Q2 2025.

Cypress Point Wealth Management reported no remaining Eterna Therapeutics position as of Q2 2025 after selling out during the quarter.
Cypress Point Wealth Management sold 252 Eterna Therapeutics shares in Q2 2025, an estimated $16.8K.
Cypress Point Wealth Management first reported a position in Eterna Therapeutics in Q2 2021 and held it in 15 quarters.
Cypress Point Wealth Management's Eterna Therapeutics position peaked at $8.5M in Q2 2021.
9 funds tracked by Wall St. Rank held Eterna Therapeutics as of Q2 2025.

Based on Cypress Point Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.