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Cypress Point Wealth Management, LLC

Portfolio

Holdings
SymbolName CountrySectorIndustryMost recent quarter% of Total Shares% of Total AssetsSharesBook ValueMarket Price ValueFundamental Score 
BLND.NYSEBlend Labs IncUSATechnologySoftware - Application2024-09-300.1750.434430k$233.9k$1.3m
  
  
BRDS.NYSEBRDS.NYSE----0.1890.06429.5k--
  
  
BTX.NASDAQBTX.NASDAQ----3.2091.7141.8m--
  
  
BTX.NYSEBlackRock Technology and Private Equity Term TrustUSAHealthcareBiotechnology2024-09-300.1840.00994.3k-$72.8k$669.3k
  
  
BTX.NYSE MKTBTX.NYSE MKT----3.2091.7141.8m--
  
  
LHDX.NASDAQLHDX.NASDAQ----0.0960.07639k--
  
  
MTTR.NASDAQMatterport IncUSATechnologySoftware - Application2024-12-310.1281.639373.4k$459.2k$2m
  
  

Trades

Buys
Report date: 2023-03-31
TradeCurrent
SymbolShares%TotalPrice RangePrice%
BRDS.NYSE2.4m-509.1k0-0--
Sells
Report date: 2023-09-30
TradeCurrent
SymbolShares%TotalPrice RangePrice%
BRDS.NYSE-29.5k-100.0-0.000-0--
Report date: 2022-12-31
TradeCurrent
SymbolShares%TotalPrice RangePrice%
LHDX.NASDAQ-39k-100.0-0.000-0--
Adds
Report date: 2022-12-31
TradeCurrent
SymbolShares%Total$ RangePrice%
BLND.NYSE240.7k38.7431.4k1-3$3.13213.0%
Report date: 2022-06-30
TradeCurrent
SymbolShares%TotalPrice RangePrice%
LHDX.NASDAQ12k44.429.5k1-4--
Reduces
Report date: 2023-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
BLND.NYSE-221.4k-34.0-196.8k1-1$3.13491.7%
BRDS.NYSE-68.5k-69.9-75.6k0-3--
Report date: 2023-03-31
TradeCurrent
SymbolShares%Total$ RangePrice%
BLND.NYSE-210.7k-24.4-322.8k1-2$3.13311.3%

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