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Advisor Group’s ClearPoint Neuro CLPT Stock Holding History

Advisor Group’s Portfolio CLPT Stock Details CLPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$5K Sell
1,000
-300
-23% -$1.24K ﹤0.01% 4644
2019
Q3 		$7K Buy
+1,300
New +$5.33K ﹤0.01% 4498

Other funds holding CLPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

Advisor Group's CLPT Position: Q4 2019 in Review

Advisor Group reduced its ClearPoint Neuro (CLPT) stake by 23% in Q4 2019, selling an estimated $1.24K and leaving 1,000 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4644.

Advisor Group first reported a position in CLPT in Q3 2019 and has held it in 2 quarters since. The position peaked at $7K in Q3 2019. 21 funds tracked by Wall St. Rank hold CLPT as of Q4 2019.

  • Advisor Group held 1,000 shares of ClearPoint Neuro worth $5K as of Q4 2019.
  • Advisor Group sold 300 ClearPoint Neuro shares in Q4 2019, an estimated $1.24K.
  • ClearPoint Neuro made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4644 holding.
  • Advisor Group first reported a position in ClearPoint Neuro in Q3 2019 and has held it in 2 quarters since.
  • Advisor Group's ClearPoint Neuro position peaked at $7K in Q3 2019.
  • 21 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.