CWS
BR icon

Cypress Wealth Services’s Broadridge BR Stock Holding History

Cypress Wealth Services’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,516
Closed -$317K – 291
2020
Q2 		$317K Hold
2,516
– – 0.08% 197
2020
Q1 		$239K Hold
2,516
– – 0.07% 209
2019
Q4 		$311K Hold
2,516
– – 0.08% 187
2019
Q3 		$313K Hold
2,516
– – 0.09% 184
2019
Q2 		$321K Hold
2,516
– – 0.09% 180
2019
Q1 		$261K Hold
2,516
– – 0.08% 198
2018
Q4 		$242K Hold
2,516
– – 0.1% 177
2018
Q3 		$332K Hold
2,516
– – 0.12% 156
2018
Q2 		$290K Hold
2,516
– – 0.11% 165
2018
Q1 		$276K Sell
2,516
-50
-2% -$4.96K 0.12% 146
2017
Q4 		$232K Buy
+2,566
New +$224K 0.1% 177

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return