Cypress Point Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,923	Closed	-$196K	–	150
2021 Q3	$196K	Sell	1,923 -1,263	-40%	-$134K	0.14%	29
2021 Q2	$324K	Buy	3,186 +368	+13%	+$36.5K	0.23%	25
2021 Q1	$259K	Buy	2,818 +6	+0.2%	+$527	0.27%	22
2020 Q4	$239K	Buy	+2,812	New	+$233K	0.36%	76

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2021, closing a stake of 1,923 shares — an estimated $196K sold.

Cypress Point Wealth Management first reported a position in VNQ in Q4 2020 and held it in 4 quarters. The position peaked at $324K in Q2 2021. 1,677 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

Cypress Point Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 1,923 Vanguard Real Estate ETF shares in Q4 2021, an estimated $196K.
Cypress Point Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 4 quarters.
Cypress Point Wealth Management's Vanguard Real Estate ETF position peaked at $324K in Q2 2021.
1,677 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

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