Bank of Montreal
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Bank of Montreal’s ClearPoint Neuro CLPT Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-22,011
Closed -$125K – 3899
2024
Q2 		$125K Sell
22,011
-155
-0.7% -$897 ﹤0.01% 3172
2024
Q1 		$152K Buy
22,166
+390
+2% +$2.73K ﹤0.01% 3153
2023
Q4 		$154K Sell
21,776
-6,420
-23% -$36.3K ﹤0.01% 3237
2023
Q3 		$165K Buy
+28,196
New +$168K ﹤0.01% 3133

Other funds holding CLPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CWM
Cahill Wealth Management Portage, Michigan $196M AUM 8.5% 1-Year Est. Return

Bank of Montreal's CLPT Position: Q3 2024 in Review

Bank of Montreal sold out of ClearPoint Neuro (CLPT) in Q3 2024, closing a stake of 22,011 shares — an estimated $125K sold.

Bank of Montreal first reported a position in CLPT in Q3 2023 and held it in 4 quarters. The position peaked at $165K in Q3 2023. 78 funds tracked by Wall St. Rank hold CLPT as of Q3 2024.

  • Bank of Montreal reported no remaining ClearPoint Neuro position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 22,011 ClearPoint Neuro shares in Q3 2024, an estimated $125K.
  • Bank of Montreal first reported a position in ClearPoint Neuro in Q3 2023 and held it in 4 quarters.
  • Bank of Montreal's ClearPoint Neuro position peaked at $165K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.