CWS
BKKT icon

Cypress Wealth Services’s Bakkt Inc BKKT Stock Holding History

Cypress Wealth Services’s Portfolio BKKT Stock Details BKKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-612
Closed -$7.03K – 261
2024
Q1 		$7.03K Buy
+612
New +$16.5K ﹤0.01% 261

Other funds holding BKKT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cypress Wealth Services's BKKT Position: Q2 2024 in Review

Cypress Wealth Services sold out of Bakkt Inc (BKKT) in Q2 2024, closing a stake of 612 shares — an estimated $7.03K sold.

Cypress Wealth Services first reported a position in BKKT in Q1 2024 and held it in 1 quarter. The position peaked at $7.03K in Q1 2024. 56 funds tracked by Wall St. Rank hold BKKT as of Q2 2024.

  • Cypress Wealth Services reported no remaining Bakkt Inc position as of Q2 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 612 Bakkt Inc shares in Q2 2024, an estimated $7.03K.
  • Cypress Wealth Services first reported a position in Bakkt Inc in Q1 2024 and held it in 1 quarter.
  • Cypress Wealth Services's Bakkt Inc position peaked at $7.03K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Bakkt Inc as of Q2 2024.

Based on Cypress Wealth Services's 13F filing for Q2 2024, filed 12 Jul 2024.