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Cypress Point Wealth Management’s Procter & Gamble PG Stock Holding History

Cypress Point Wealth Management’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-150
Closed -$20K – 201
2021
Q2 		$20K Buy
+150
New +$20.3K 0.01% 103
2021
Q1 		– Sell
-1,975
Closed -$275K – 171
2020
Q4 		$275K Buy
+1,975
New +$276K 0.42% 72

Other funds holding PG

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Cypress Point Wealth Management sold out of Procter & Gamble (PG) in Q3 2021, closing a stake of 150 shares — an estimated $20K sold.

Cypress Point Wealth Management first reported a position in PG in Q4 2020 and held it in 2 quarters. The position peaked at $275K in Q4 2020. 2,937 funds tracked by Wall St. Rank hold PG as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Procter & Gamble position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 150 Procter & Gamble shares in Q3 2021, an estimated $20K.
  • Cypress Point Wealth Management first reported a position in Procter & Gamble in Q4 2020 and held it in 2 quarters.
  • Cypress Point Wealth Management's Procter & Gamble position peaked at $275K in Q4 2020.
  • 2,937 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2021.

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