IFP Advisors’s ClearPoint Neuro CLPT Stock Holding History

IFP 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 Q4	–	Sell	-904	Closed	-$8K	–	4634
2022 Q3	$8K	Buy	+904	New	+$11.9K	﹤0.01%	3755

Other funds holding CLPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFP Advisors's CLPT Position: Q4 2022 in Review

IFP Advisors sold out of ClearPoint Neuro (CLPT) in Q4 2022, closing a stake of 904 shares — an estimated $8K sold.

IFP Advisors first reported a position in CLPT in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 62 funds tracked by Wall St. Rank hold CLPT as of Q4 2022.

IFP Advisors reported no remaining ClearPoint Neuro position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 904 ClearPoint Neuro shares in Q4 2022, an estimated $8K.
IFP Advisors first reported a position in ClearPoint Neuro in Q3 2022 and held it in 1 quarter.
IFP Advisors's ClearPoint Neuro position peaked at $8K in Q3 2022.
62 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.