Principal Financial Group
CLPT icon

Principal Financial Group’s ClearPoint Neuro CLPT Stock Holding History

Principal Financial Group’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
2021
Q4 		– Sell
-36,738
Closed -$652K – 2552
2021
Q3 		$652K Sell
36,738
-903
-2% -$16.9K ﹤0.01% 2100
2021
Q2 		$719K Buy
+37,641
New +$727K ﹤0.01% 2121

Other funds holding CLPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

Principal Financial Group's CLPT Position: Q4 2021 in Review

Principal Financial Group sold out of ClearPoint Neuro (CLPT) in Q4 2021, closing a stake of 36,738 shares — an estimated $652K sold.

Principal Financial Group first reported a position in CLPT in Q2 2021 and held it in 2 quarters. The position peaked at $719K in Q2 2021. 67 funds tracked by Wall St. Rank hold CLPT as of Q4 2021.

  • Principal Financial Group reported no remaining ClearPoint Neuro position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 36,738 ClearPoint Neuro shares in Q4 2021, an estimated $652K.
  • Principal Financial Group first reported a position in ClearPoint Neuro in Q2 2021 and held it in 2 quarters.
  • Principal Financial Group's ClearPoint Neuro position peaked at $719K in Q2 2021.
  • 67 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.