Jamison Private Wealth Management’s ClearPoint Neuro CLPT Stock Holding History

Jamison Private 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
2024 Q4	–	Sell	-300	Closed	-$3.36K	–	249
2024 Q3	$3.36K	Hold	300	–	–	﹤0.01%	399
2024 Q2	$1.62K	Hold	300	–	–	﹤0.01%	395
2024 Q1	$2.04K	Hold	300	–	–	﹤0.01%	397
2023 Q4	$2.04K	Hold	300	–	–	﹤0.01%	368
2023 Q3	$1.5K	Buy	+300	New	+$1.78K	﹤0.01%	368

Other funds holding CLPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jamison Private Wealth Management's CLPT Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of ClearPoint Neuro (CLPT) in Q4 2024, closing a stake of 300 shares — an estimated $3.36K sold.

Jamison Private Wealth Management first reported a position in CLPT in Q3 2023 and held it in 5 quarters. The position peaked at $3.36K in Q3 2024. 89 funds tracked by Wall St. Rank hold CLPT as of Q4 2024.

Jamison Private Wealth Management reported no remaining ClearPoint Neuro position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 300 ClearPoint Neuro shares in Q4 2024, an estimated $3.36K.
Jamison Private Wealth Management first reported a position in ClearPoint Neuro in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's ClearPoint Neuro position peaked at $3.36K in Q3 2024.
89 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.