Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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CPWM
Cypress Point Wealth Management’s
Consumers Staples Select Sector SPDR Fund
XLP
Stock Holding History
Cypress Point Wealth Management’s Portfolio
XLP Stock Details
XLP Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-150
Closed
-$10K
–
162
2021
Q3
$10K
Hold
150
–
–
0.01%
113
2021
Q2
$10K
Hold
150
–
–
0.01%
142
2021
Q1
$10K
Hold
150
–
–
0.01%
77
2020
Q4
$10K
Buy
+150
New
+$10K
0.02%
157
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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