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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5
Closed – – 161
2021
Q3 		$0 Buy
+5
New +$369 ﹤0.01% 223

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

Cypress Point Wealth Management sold out of Wintrust Financial (WTFC) in Q4 2021, closing a stake of 5 shares.

Cypress Point Wealth Management first reported a position in WTFC in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 332 funds tracked by Wall St. Rank hold WTFC as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Wintrust Financial position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 5 Wintrust Financial shares in Q4 2021.
  • Cypress Point Wealth Management first reported a position in Wintrust Financial in Q3 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Wintrust Financial position peaked at $0 in Q3 2021.
  • 332 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2021.

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