CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s ClearPoint Neuro CLPT Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q2 		– Sell
-500
Closed -$5K – 4953
2022
Q1 		$5K Hold
500
– – ﹤0.01% 4140
2021
Q4 		$6K Buy
+500
New +$7.49K ﹤0.01% 3972

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PCM
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EIM
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CAPTRUST Financial Advisors's CLPT Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of ClearPoint Neuro (CLPT) in Q2 2022, closing a stake of 500 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in CLPT in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 50 funds tracked by Wall St. Rank hold CLPT as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining ClearPoint Neuro position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 500 ClearPoint Neuro shares in Q2 2022, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in ClearPoint Neuro in Q4 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's ClearPoint Neuro position peaked at $6K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.