CPWM
REGI

Cypress Point Wealth Management’s Renewable Energy Group, Inc. REGI Stock Holding History

Cypress Point Wealth Management’s Portfolio REGI Stock Details REGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,535
Closed -$275K – 35
2022
Q1 		$275K Buy
+4,535
New +$220K 0.28% 30
2021
Q4 		– Sell
-4,535
Closed -$228K – 174
2021
Q3 		$228K Hold
4,535
– – 0.16% 27
2021
Q2 		$283K Sell
4,535
-1,800
-28% -$112K 0.2% 27
2021
Q1 		$418K Buy
6,335
+2,403
+61% +$206K 0.44% 18
2020
Q4 		$278K Buy
+3,932
New +$240K 0.42% 71

Other funds holding REGI

HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Cypress Point Wealth Management's REGI Position: Q2 2022 in Review

Cypress Point Wealth Management sold out of Renewable Energy Group, Inc. (REGI) in Q2 2022, closing a stake of 4,535 shares — an estimated $275K sold.

Cypress Point Wealth Management first reported a position in REGI in Q4 2020 and held it in 5 quarters. The position peaked at $418K in Q1 2021. 5 funds tracked by Wall St. Rank hold REGI as of Q2 2022.

  • Cypress Point Wealth Management reported no remaining Renewable Energy Group, Inc. position as of Q2 2022 after selling out during the quarter.
  • Cypress Point Wealth Management sold 4,535 Renewable Energy Group, Inc. shares in Q2 2022, an estimated $275K.
  • Cypress Point Wealth Management first reported a position in Renewable Energy Group, Inc. in Q4 2020 and held it in 5 quarters.
  • Cypress Point Wealth Management's Renewable Energy Group, Inc. position peaked at $418K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Renewable Energy Group, Inc. as of Q2 2022.

Based on Cypress Point Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.