TCWM
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Total Clarity Wealth Management’s ClearPoint Neuro CLPT Stock Holding History

Total Clarity Wealth Management’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
-750
Closed -$10K – 341
2022
Q2 		$10K Buy
+750
New +$7.66K 0.01% 657
2021
Q4 		– Sell
-9,350
Closed -$166K – 994
2021
Q3 		$166K Buy
+9,350
New +$175K 0.08% 234
2021
Q2 		– Sell
-5,534
Closed -$117K – 284
2021
Q1 		$117K Buy
+5,534
New +$118K 0.07% 226

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

Total Clarity Wealth Management's CLPT Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of ClearPoint Neuro (CLPT) in Q3 2022, closing a stake of 750 shares — an estimated $10K sold.

Total Clarity Wealth Management first reported a position in CLPT in Q1 2021 and held it in 3 quarters. The position peaked at $166K in Q3 2021. 56 funds tracked by Wall St. Rank hold CLPT as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining ClearPoint Neuro position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 750 ClearPoint Neuro shares in Q3 2022, an estimated $10K.
  • Total Clarity Wealth Management first reported a position in ClearPoint Neuro in Q1 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's ClearPoint Neuro position peaked at $166K in Q3 2021.
  • 56 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.