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Cypress Point Wealth Management’s Morgan Stanley MS Stock Holding History

Cypress Point Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-200
Closed -$18K – 193
2021
Q2 		$18K Buy
+200
New +$17.1K 0.01% 108

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State Street
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 200 shares — an estimated $18K sold.

Cypress Point Wealth Management first reported a position in MS in Q2 2021 and held it in 1 quarter. The position peaked at $18K in Q2 2021. 1,585 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 200 Morgan Stanley shares in Q3 2021, an estimated $18K.
  • Cypress Point Wealth Management first reported a position in Morgan Stanley in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Morgan Stanley position peaked at $18K in Q2 2021.
  • 1,585 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

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