Paloma Partners’s ClearPoint Neuro CLPT Stock Holding History

Paloma Partners’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	-22,500	Closed	-$121K	–	1223
2024 Q2	$121K	Buy	+22,500	New	+$130K	﹤0.01%	1054

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

Paloma Partners's CLPT Position: Q3 2024 in Review

Paloma Partners sold out of ClearPoint Neuro (CLPT) in Q3 2024, closing a stake of 22,500 shares — an estimated $121K sold.

Paloma Partners first reported a position in CLPT in Q2 2024 and held it in 1 quarter. The position peaked at $121K in Q2 2024. 78 funds tracked by Wall St. Rank hold CLPT as of Q3 2024.

Paloma Partners reported no remaining ClearPoint Neuro position as of Q3 2024 after selling out during the quarter.
Paloma Partners sold 22,500 ClearPoint Neuro shares in Q3 2024, an estimated $121K.
Paloma Partners first reported a position in ClearPoint Neuro in Q2 2024 and held it in 1 quarter.
Paloma Partners's ClearPoint Neuro position peaked at $121K in Q2 2024.
78 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.