Psagot Value Holdings’s ClearPoint Neuro CLPT Stock Holding History

Psagot Value Holdings’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
2023 Q2	–	Sell	-380	Closed	-$3K	–	553
2023 Q1	$3K	Buy	+380	New	+$3.33K	﹤0.01%	370

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

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

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

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $176M AUM 24.25% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CWM

Cahill Wealth Management Portage, Michigan $196M AUM 8.5% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Psagot Value Holdings's CLPT Position: Q2 2023 in Review

Psagot Value Holdings sold out of ClearPoint Neuro (CLPT) in Q2 2023, closing a stake of 380 shares — an estimated $3K sold.

Psagot Value Holdings first reported a position in CLPT in Q1 2023 and held it in 1 quarter. The position peaked at $3K in Q1 2023. 60 funds tracked by Wall St. Rank hold CLPT as of Q2 2023.

Psagot Value Holdings reported no remaining ClearPoint Neuro position as of Q2 2023 after selling out during the quarter.
Psagot Value Holdings sold 380 ClearPoint Neuro shares in Q2 2023, an estimated $3K.
Psagot Value Holdings first reported a position in ClearPoint Neuro in Q1 2023 and held it in 1 quarter.
Psagot Value Holdings's ClearPoint Neuro position peaked at $3K in Q1 2023.
60 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2023.

Based on Psagot Value Holdings's 13F filing for Q2 2023, filed 3 Aug 2023.