Cypress Point Wealth Management’s Lucira Health, Inc. Common Stock LHDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-39,000	Closed	-$41K	–	39
2022 Q3	$41K	Hold	39,000	–	–	0.08%	23
2022 Q2	$73K	Buy	39,000 +12,000	+44%	+$29.2K	0.13%	23
2022 Q1	$96K	Buy	27,000 +12,823	+90%	+$63K	0.1%	33
2021 Q4	$122K	Hold	14,177	–	–	0.11%	29
2021 Q3	$108K	Buy	14,177 +2,000	+16%	+$16.9K	0.08%	40
2021 Q2	$81K	Buy	12,177 +2,000	+20%	+$12.6K	0.06%	47
2021 Q1	$123K	Buy	+10,177	New	+$202K	0.13%	28

Other funds holding LHDX

Eclipse Ventures Palo Alto, California $2.57B AUM

ECG

EPIQ Capital Group San Francisco, California $383M AUM 46.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

LRPA

L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

CWA

Consilio Wealth Advisors Bellevue, Washington $417M AUM 20.84% 1-Year Est. Return

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

Cypress Point Wealth Management's LHDX Position: Q4 2022 in Review

Cypress Point Wealth Management sold out of Lucira Health, Inc. Common Stock (LHDX) in Q4 2022, closing a stake of 39,000 shares — an estimated $41K sold.

Cypress Point Wealth Management first reported a position in LHDX in Q1 2021 and held it in 7 quarters. The position peaked at $123K in Q1 2021. 29 funds tracked by Wall St. Rank hold LHDX as of Q4 2022.

Cypress Point Wealth Management reported no remaining Lucira Health, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Cypress Point Wealth Management sold 39,000 Lucira Health, Inc. Common Stock shares in Q4 2022, an estimated $41K.
Cypress Point Wealth Management first reported a position in Lucira Health, Inc. Common Stock in Q1 2021 and held it in 7 quarters.
Cypress Point Wealth Management's Lucira Health, Inc. Common Stock position peaked at $123K in Q1 2021.
29 funds tracked by Wall St. Rank held Lucira Health, Inc. Common Stock as of Q4 2022.

Based on Cypress Point Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.