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Cypress Point Wealth Management’s Henry Schein HSIC Stock Holding History

Cypress Point Wealth Management’s Portfolio HSIC Stock Details HSIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-150
Closed -$11K – 183
2021
Q2 		$11K Buy
+150
New +$11.3K 0.01% 132

Other funds holding HSIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cypress Point Wealth Management's HSIC Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of Henry Schein (HSIC) in Q3 2021, closing a stake of 150 shares — an estimated $11K sold.

Cypress Point Wealth Management first reported a position in HSIC in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 531 funds tracked by Wall St. Rank hold HSIC as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Henry Schein position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 150 Henry Schein shares in Q3 2021, an estimated $11K.
  • Cypress Point Wealth Management first reported a position in Henry Schein in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Henry Schein position peaked at $11K in Q2 2021.
  • 531 funds tracked by Wall St. Rank held Henry Schein as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.