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Optimum Investment Advisors’s ClearPoint Neuro CLPT Stock Holding History

Optimum Investment 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
Q3 		– Sell
-1,000
Closed -$13K – 820
2022
Q2 		$13K Buy
+1,000
New +$10.2K 0.01% 567
2021
Q3 		– Sell
-437
Closed -$8K – 839
2021
Q2 		$8K Hold
437
– – ﹤0.01% 770
2021
Q1 		$9K Hold
437
– – ﹤0.01% 770
2020
Q4 		$7K Hold
437
– – ﹤0.01% 759
2020
Q3 		$2K Hold
437
– – ﹤0.01% 818
2020
Q2 		$2K Hold
437
– – ﹤0.01% 809
2020
Q1 		$2K Hold
437
– – ﹤0.01% 806
2019
Q4 		$2K Hold
437
– – ﹤0.01% 891
2019
Q3 		$2K Buy
+437
New +$1.79K ﹤0.01% 933

Other funds holding CLPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
CWM
Cahill Wealth Management Portage, Michigan $196M AUM 8.5% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
CCM
Conway Capital Management Burbank, California $214M AUM 22.99% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Optimum Investment Advisors's CLPT Position: Q3 2022 in Review

Optimum Investment Advisors sold out of ClearPoint Neuro (CLPT) in Q3 2022, closing a stake of 1,000 shares — an estimated $13K sold.

Optimum Investment Advisors first reported a position in CLPT in Q3 2019 and held it in 9 quarters. The position peaked at $13K in Q2 2022. 56 funds tracked by Wall St. Rank hold CLPT as of Q3 2022.

  • Optimum Investment Advisors reported no remaining ClearPoint Neuro position as of Q3 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 ClearPoint Neuro shares in Q3 2022, an estimated $13K.
  • Optimum Investment Advisors first reported a position in ClearPoint Neuro in Q3 2019 and held it in 9 quarters.
  • Optimum Investment Advisors's ClearPoint Neuro position peaked at $13K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.