CPWM
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Cypress Point Wealth Management’s Mercury Insurance MCY Stock Holding History

Cypress Point Wealth Management’s Portfolio MCY Stock Details MCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-245
Closed -$13K – 160
2020
Q4 		$13K Buy
+245
New +$11K 0.02% 147

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Invesco
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State Street
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Goldman Sachs
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Bank of New York Mellon
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Wells Fargo
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AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of Mercury Insurance (MCY) in Q1 2021, closing a stake of 245 shares — an estimated $13K sold.

Cypress Point Wealth Management first reported a position in MCY in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 270 funds tracked by Wall St. Rank hold MCY as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Mercury Insurance position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 245 Mercury Insurance shares in Q1 2021, an estimated $13K.
  • Cypress Point Wealth Management first reported a position in Mercury Insurance in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Mercury Insurance position peaked at $13K in Q4 2020.
  • 270 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2021.

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