CWS
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Cypress Wealth Services’s Campbell Soup CPB Stock Holding History

Cypress Wealth Services’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,329
Closed -$215K – 308
2020
Q2 		$215K Hold
4,329
– – 0.05% 242
2020
Q1 		$200K Hold
4,329
– – 0.06% 226
2019
Q4 		$214K Hold
4,329
– – 0.05% 236
2019
Q3 		$203K Buy
+4,329
New +$187K 0.06% 236
2018
Q1 		– Sell
-4,329
Closed -$208K – 201
2017
Q4 		$208K Buy
+4,329
New +$206K 0.09% 190

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return