Number of Shares
726.00
Current Holdings Value*
$230,620.00
% of Portfolio
0.06%
Total Estimate Gain
$2.54 Mil
% of Total Estimate Gain
77.82%

Cypress Point Wealth Management, LLC's Tesla Inc Holding Summary

As of 2025-06-30, Cypress Point Wealth Management, LLC held 726.00 shares of Tesla Inc(TSLA), totaling $230,620.00. This investment constitutes 0.06% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2020Q4. And since then Cypress Point Wealth Management, LLC has made 5 purchases of TSLA, at an average price of $184.31, for a total of 17,727.00 shares. In addition, there have been 4 sales at an average price of $328.11 for 17,001.00 shares. Based on historical transaction data and TSLA's current price of $319.41, Cypress Point Wealth Management, LLC's estimated gain on his TSLA holdings is $2.54 Mil, reflecting a 77.82% gain to date.

Cypress Point Wealth Management, LLC TSLA ($319.41) Holding Chart

Cypress Point Wealth Management, LLC TSLA ($319.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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