Cypress Point Wealth Management’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-11,169	Closed	-$209K	–	200
2021 Q2	$209K	Buy	11,169 +1,800	+19%	+$32.7K	0.15%	30
2021 Q1	$162K	Hold	9,369	–	–	0.17%	26
2020 Q4	$162K	Buy	+9,369	New	+$154K	0.25%	88

Other funds holding PCN

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JFA

Johanson Financial Advisors Campbell, California $326M AUM 23.67% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q3 2021, closing a stake of 11,169 shares — an estimated $209K sold.

Cypress Point Wealth Management first reported a position in PCN in Q4 2020 and held it in 3 quarters. The position peaked at $209K in Q2 2021. 69 funds tracked by Wall St. Rank hold PCN as of Q3 2021.

Cypress Point Wealth Management reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q3 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 11,169 PIMCO Corporate & Income Strategy Fund shares in Q3 2021, an estimated $209K.
Cypress Point Wealth Management first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2020 and held it in 3 quarters.
Cypress Point Wealth Management's PIMCO Corporate & Income Strategy Fund position peaked at $209K in Q2 2021.
69 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q3 2021.

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