CPWM
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Cypress Point Wealth Management’s Zions Bancorporation ZION Stock Holding History

Cypress Point Wealth Management’s Portfolio ZION Stock Details ZION Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,825
Closed -$210K – 198
2020
Q4 		$210K Buy
+4,825
New +$210K 0.32% 86