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Cypress Point Wealth Management’s FMC FMC Stock Holding History

Cypress Point Wealth Management’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,850
Closed -$213K – 136
2020
Q4 		$213K Buy
+1,850
New +$206K 0.32% 85

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Wellington Management Group
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of FMC (FMC) in Q1 2021, closing a stake of 1,850 shares — an estimated $213K sold.

Cypress Point Wealth Management first reported a position in FMC in Q4 2020 and held it in 1 quarter. The position peaked at $213K in Q4 2020. 614 funds tracked by Wall St. Rank hold FMC as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining FMC position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 1,850 FMC shares in Q1 2021, an estimated $213K.
  • Cypress Point Wealth Management first reported a position in FMC in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's FMC position peaked at $213K in Q4 2020.
  • 614 funds tracked by Wall St. Rank held FMC as of Q1 2021.

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