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Cypress Point Wealth Management’s Warner Bros WBD Stock Holding History

Cypress Point Wealth Management’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-600
Closed -$18K – 222
2021
Q2 		$18K Buy
+600
New +$20.8K 0.01% 110

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Susquehanna International Group
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Geode Capital Management
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cypress Point Wealth Management sold out of Warner Bros (WBD) in Q3 2021, closing a stake of 600 shares — an estimated $18K sold.

Cypress Point Wealth Management first reported a position in WBD in Q2 2021 and held it in 1 quarter. The position peaked at $18K in Q2 2021. 585 funds tracked by Wall St. Rank hold WBD as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Warner Bros position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 600 Warner Bros shares in Q3 2021, an estimated $18K.
  • Cypress Point Wealth Management first reported a position in Warner Bros in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Warner Bros position peaked at $18K in Q2 2021.
  • 585 funds tracked by Wall St. Rank held Warner Bros as of Q3 2021.

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