CPWM
Y

Cypress Point Wealth Management’s Alleghany Corp Y Stock Holding History

Cypress Point Wealth Management’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-970
Closed -$586K – 204
2020
Q4 		$586K Buy
+970
New +$566K 0.89% 37

Other funds holding Y

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Cypress Point Wealth Management's Y Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Alleghany Corp (Y) in Q1 2021, closing a stake of 970 shares — an estimated $586K sold.

Cypress Point Wealth Management first reported a position in Y in Q4 2020 and held it in 1 quarter. The position peaked at $586K in Q4 2020. 393 funds tracked by Wall St. Rank hold Y as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Alleghany Corp position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 970 Alleghany Corp shares in Q1 2021, an estimated $586K.
  • Cypress Point Wealth Management first reported a position in Alleghany Corp in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Alleghany Corp position peaked at $586K in Q4 2020.
  • 393 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.