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Cypress Point Wealth Management’s Sally Beauty Holdings SBH Stock Holding History

Cypress Point Wealth Management’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,464
Closed -$92K – 126
2021
Q3 		$92K Hold
5,464
– – 0.07% 43
2021
Q2 		$121K Hold
5,464
– – 0.09% 38
2021
Q1 		$110K Hold
5,464
– – 0.11% 30
2020
Q4 		$71K Buy
+5,464
New +$58.4K 0.11% 99

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cypress Point Wealth Management's SBH Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Sally Beauty Holdings (SBH) in Q4 2021, closing a stake of 5,464 shares — an estimated $92K sold.

Cypress Point Wealth Management first reported a position in SBH in Q4 2020 and held it in 4 quarters. The position peaked at $121K in Q2 2021. 206 funds tracked by Wall St. Rank hold SBH as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Sally Beauty Holdings position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 5,464 Sally Beauty Holdings shares in Q4 2021, an estimated $92K.
  • Cypress Point Wealth Management first reported a position in Sally Beauty Holdings in Q4 2020 and held it in 4 quarters.
  • Cypress Point Wealth Management's Sally Beauty Holdings position peaked at $121K in Q2 2021.
  • 206 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.