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Cypress Point Wealth Management’s Regions Financial RF Stock Holding History

Cypress Point Wealth Management’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-375
Closed -$8K – 206
2021
Q2 		$8K Buy
+375
New +$8.11K 0.01% 154

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of Regions Financial (RF) in Q3 2021, closing a stake of 375 shares — an estimated $8K sold.

Cypress Point Wealth Management first reported a position in RF in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 759 funds tracked by Wall St. Rank hold RF as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Regions Financial position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 375 Regions Financial shares in Q3 2021, an estimated $8K.
  • Cypress Point Wealth Management first reported a position in Regions Financial in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Regions Financial position peaked at $8K in Q2 2021.
  • 759 funds tracked by Wall St. Rank held Regions Financial as of Q3 2021.

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