CPWM
PM icon

Cypress Point Wealth Management’s Philip Morris PM Stock Holding History

Cypress Point Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$18K – 202
2021
Q1 		$18K Hold
200
– – 0.02% 64
2020
Q4 		$17K Buy
+200
New +$15.6K 0.03% 136

Other funds holding PM

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cypress Point Wealth Management's PM Position: Q2 2021 in Review

Cypress Point Wealth Management sold out of Philip Morris (PM) in Q2 2021, closing a stake of 200 shares — an estimated $18K sold.

Cypress Point Wealth Management first reported a position in PM in Q4 2020 and held it in 2 quarters. The position peaked at $18K in Q1 2021. 1,857 funds tracked by Wall St. Rank hold PM as of Q2 2021.

  • Cypress Point Wealth Management reported no remaining Philip Morris position as of Q2 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 200 Philip Morris shares in Q2 2021, an estimated $18K.
  • Cypress Point Wealth Management first reported a position in Philip Morris in Q4 2020 and held it in 2 quarters.
  • Cypress Point Wealth Management's Philip Morris position peaked at $18K in Q1 2021.
  • 1,857 funds tracked by Wall St. Rank held Philip Morris as of Q2 2021.

Based on Cypress Point Wealth Management's 13F filing for Q2 2021, filed 4 Aug 2021.