CPWM
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Cypress Point Wealth Management’s Wintrust Financial WTFC Stock Holding History

Cypress Point Wealth Management’s Portfolio WTFC Stock Details WTFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5
Closed – – 161
2021
Q3 		$0 Buy
+5
New – ﹤0.01% 222