Moisand Fitzgerald Tamayo’s ClearPoint Neuro CLPT Stock Holding History

Moisand Fitzgerald Tamayo’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
2025 Q2	–	Sell	-541	Closed	-$6.43K	–	586
2025 Q1	$6.43K	Hold	541	–	–	﹤0.01%	392
2024 Q4	$8.32K	Hold	541	–	–	﹤0.01%	366
2024 Q3	$6.07K	Sell	541 -4,000	-88%	-$38.3K	﹤0.01%	408
2024 Q2	$24.5K	Sell	4,541 -1,675	-27%	-$9.69K	﹤0.01%	227
2024 Q1	$42.3K	Hold	6,216	–	–	0.01%	194
2023 Q4	$42.2K	Hold	6,216	–	–	0.01%	191
2023 Q3	$31.1K	Hold	6,216	–	–	0.01%	215
2023 Q2	$45K	Hold	6,216	–	–	0.01%	182
2023 Q1	$52.5K	Hold	6,216	–	–	0.01%	172
2022 Q4	$52.6K	Hold	6,216	–	–	0.01%	167
2022 Q3	$64K	Hold	6,216	–	–	0.02%	142
2022 Q2	$81K	Buy	6,216 +4,541	+271%	+$46.4K	0.02%	131
2022 Q1	$17K	Sell	1,675 -541	-24%	-$4.92K	0.01%	145
2021 Q4	$25K	Hold	2,216	–	–	0.01%	196
2021 Q3	$39K	Sell	2,216 -2,161	-49%	-$40.5K	0.01%	162
2021 Q2	$84K	Hold	4,377	–	–	0.03%	119
2021 Q1	$93K	Hold	4,377	–	–	0.04%	100
2020 Q4	$70K	Hold	4,377	–	–	0.03%	113
2020 Q3	$24K	Buy	4,377 +2,161	+98%	+$9.53K	0.01%	152
2020 Q2	$8K	Hold	2,216	–	–	﹤0.01%	191
2020 Q1	$8K	Buy	+2,216	New	+$10.9K	0.01%	180

Other funds holding CLPT

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Moisand Fitzgerald Tamayo's CLPT Position: Q2 2025 in Review

Moisand Fitzgerald Tamayo sold out of ClearPoint Neuro (CLPT) in Q2 2025, closing a stake of 541 shares — an estimated $6.43K sold.

Moisand Fitzgerald Tamayo first reported a position in CLPT in Q1 2020 and held it in 21 quarters. The position peaked at $93K in Q1 2021. 96 funds tracked by Wall St. Rank hold CLPT as of Q2 2025.

Moisand Fitzgerald Tamayo reported no remaining ClearPoint Neuro position as of Q2 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 541 ClearPoint Neuro shares in Q2 2025, an estimated $6.43K.
Moisand Fitzgerald Tamayo first reported a position in ClearPoint Neuro in Q1 2020 and held it in 21 quarters.
Moisand Fitzgerald Tamayo's ClearPoint Neuro position peaked at $93K in Q1 2021.
96 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2025, filed 16 Jul 2025.