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Cypress Point Wealth Management’s Seritage Growth Properties SRG Stock Holding History

Cypress Point Wealth Management’s Portfolio SRG Stock Details SRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-560
Closed -$8K – 183
2020
Q4 		$8K Buy
+560
New +$8.28K 0.01% 170

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

Cypress Point Wealth Management's SRG Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Seritage Growth Properties (SRG) in Q1 2021, closing a stake of 560 shares — an estimated $8K sold.

Cypress Point Wealth Management first reported a position in SRG in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 114 funds tracked by Wall St. Rank hold SRG as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Seritage Growth Properties position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 560 Seritage Growth Properties shares in Q1 2021, an estimated $8K.
  • Cypress Point Wealth Management first reported a position in Seritage Growth Properties in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Seritage Growth Properties position peaked at $8K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.