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Cypress Point Wealth Management’s Mohawk Industries MHK Stock Holding History

Cypress Point Wealth Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-60
Closed -$8K – 162
2020
Q4 		$8K Buy
+60
New +$7.23K 0.01% 169

Other funds holding MHK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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 MHK Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Mohawk Industries (MHK) in Q1 2021, closing a stake of 60 shares — an estimated $8K sold.

Cypress Point Wealth Management first reported a position in MHK in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 469 funds tracked by Wall St. Rank hold MHK as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Mohawk Industries position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 60 Mohawk Industries shares in Q1 2021, an estimated $8K.
  • Cypress Point Wealth Management first reported a position in Mohawk Industries in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Mohawk Industries position peaked at $8K in Q4 2020.
  • 469 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2021.

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