Gradient Investments’s ClearPoint Neuro CLPT Stock Holding History

Gradient Investments’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	-145	Closed	-$782	–	473
2024 Q2	$782	Hold	145	–	–	﹤0.01%	1113
2024 Q1	$986	Hold	145	–	–	﹤0.01%	913
2023 Q4	$985	Hold	145	–	–	﹤0.01%	1429
2023 Q3	$726	Hold	145	–	–	﹤0.01%	1468
2023 Q2	$1.05K	Hold	145	–	–	﹤0.01%	1350
2023 Q1	$1.22K	Hold	145	–	–	﹤0.01%	1175
2022 Q4	$1.23K	Hold	145	–	–	﹤0.01%	1162
2022 Q3	$2K	Hold	145	–	–	﹤0.01%	1124
2022 Q2	$2K	Hold	145	–	–	﹤0.01%	1030
2022 Q1	$2K	Hold	145	–	–	﹤0.01%	1022
2021 Q4	$2K	Hold	145	–	–	﹤0.01%	1053
2021 Q3	$3K	Hold	145	–	–	﹤0.01%	938
2021 Q2	$3K	Buy	+145	New	+$2.8K	﹤0.01%	932

Other funds holding CLPT

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 $176M AUM 24.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Gradient Investments's CLPT Position: Q3 2024 in Review

Gradient Investments sold out of ClearPoint Neuro (CLPT) in Q3 2024, closing a stake of 145 shares — an estimated $782 sold.

Gradient Investments first reported a position in CLPT in Q2 2021 and held it in 13 quarters. The position peaked at $3K in Q3 2021. 78 funds tracked by Wall St. Rank hold CLPT as of Q3 2024.

Gradient Investments reported no remaining ClearPoint Neuro position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 145 ClearPoint Neuro shares in Q3 2024, an estimated $782.
Gradient Investments first reported a position in ClearPoint Neuro in Q2 2021 and held it in 13 quarters.
Gradient Investments's ClearPoint Neuro position peaked at $3K in Q3 2021.
78 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.