CWM
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Castle Wealth Management’s ClearPoint Neuro CLPT Stock Holding History

Castle Wealth Management’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
Q4 		– Sell
-2,000
Closed -$21K – 197
2022
Q3 		$21K Sell
2,000
-500
-20% -$6.59K 0.01% 324
2022
Q2 		$33K Buy
+2,500
New +$25.5K 0.02% 261

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CWM
Cahill Wealth Management Portage, Michigan $196M AUM 8.5% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $176M AUM 24.25% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Castle Wealth Management's CLPT Position: Q4 2022 in Review

Castle Wealth Management sold out of ClearPoint Neuro (CLPT) in Q4 2022, closing a stake of 2,000 shares — an estimated $21K sold.

Castle Wealth Management first reported a position in CLPT in Q2 2022 and held it in 2 quarters. The position peaked at $33K in Q2 2022. 62 funds tracked by Wall St. Rank hold CLPT as of Q4 2022.

  • Castle Wealth Management reported no remaining ClearPoint Neuro position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 2,000 ClearPoint Neuro shares in Q4 2022, an estimated $21K.
  • Castle Wealth Management first reported a position in ClearPoint Neuro in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's ClearPoint Neuro position peaked at $33K in Q2 2022.
  • 62 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.