Cypress Point Wealth Management’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

Cypress Point Wealth Management’s Portfolio SGDJ Stock Details SGDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-306	Closed	-$13K	–	211
2021 Q2	$13K	Hold	306	–	–	0.01%	124
2021 Q1	$13K	Hold	306	–	–	0.01%	72
2020 Q4	$15K	Buy	+306	New	+$14.4K	0.02%	141

Other funds holding SGDJ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of Sprott Junior Gold Miners ETF (SGDJ) in Q3 2021, closing a stake of 306 shares — an estimated $13K sold.

Cypress Point Wealth Management first reported a position in SGDJ in Q4 2020 and held it in 3 quarters. The position peaked at $15K in Q4 2020. 27 funds tracked by Wall St. Rank hold SGDJ as of Q3 2021.

Cypress Point Wealth Management reported no remaining Sprott Junior Gold Miners ETF position as of Q3 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 306 Sprott Junior Gold Miners ETF shares in Q3 2021, an estimated $13K.
Cypress Point Wealth Management first reported a position in Sprott Junior Gold Miners ETF in Q4 2020 and held it in 3 quarters.
Cypress Point Wealth Management's Sprott Junior Gold Miners ETF position peaked at $15K in Q4 2020.
27 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q3 2021.

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