Envestnet Asset Management
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Envestnet Asset Management’s ClearPoint Neuro CLPT Stock Holding History

Envestnet Asset 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
Q2 		– Sell
-10,159
Closed -$106K – 3939
2022
Q1 		$106K Buy
+10,159
New +$92.5K ﹤0.01% 3797

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TFCM
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Morgan Stanley
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CM
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PCM
Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Envestnet Asset Management's CLPT Position: Q2 2022 in Review

Envestnet Asset Management sold out of ClearPoint Neuro (CLPT) in Q2 2022, closing a stake of 10,159 shares — an estimated $106K sold.

Envestnet Asset Management first reported a position in CLPT in Q1 2022 and held it in 1 quarter. The position peaked at $106K in Q1 2022. 50 funds tracked by Wall St. Rank hold CLPT as of Q2 2022.

  • Envestnet Asset Management reported no remaining ClearPoint Neuro position as of Q2 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 10,159 ClearPoint Neuro shares in Q2 2022, an estimated $106K.
  • Envestnet Asset Management first reported a position in ClearPoint Neuro in Q1 2022 and held it in 1 quarter.
  • Envestnet Asset Management's ClearPoint Neuro position peaked at $106K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2022.

Based on Envestnet Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.