Westwood Management Corporation’s ClearPoint Neuro CLPT Stock Holding History

Westwood Management Corporation’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 Q3	–	Sell	-14,000	Closed	-$101K	–	55
2023 Q2	$101K	Sell	14,000 -12,000	-46%	-$102K	0.01%	62
2023 Q1	$219K	Hold	26,000	–	–	0.03%	68
2022 Q4	$220K	Hold	26,000	–	–	0.03%	66
2022 Q3	$269K	Hold	26,000	–	–	0.04%	61
2022 Q2	$339K	Hold	26,000	–	–	0.04%	57
2022 Q1	$271K	Hold	26,000	–	–	0.03%	70
2021 Q4	$292K	Hold	26,000	–	–	0.02%	68
2021 Q3	$461K	Hold	26,000	–	–	0.04%	57
2021 Q2	$496K	Hold	26,000	–	–	0.04%	61
2021 Q1	$550K	Hold	26,000	–	–	0.05%	56
2020 Q4	$413K	Buy	+26,000	New	+$233K	0.03%	56
2020 Q3	–	Sell	-17,500	Closed	-$62K	–	67
2020 Q2	$62K	Hold	17,500	–	–	0.01%	70
2020 Q1	$63K	Hold	17,500	–	–	0.01%	65
2019 Q4	$84K	Hold	17,500	–	–	0.01%	71
2019 Q3	$89K	Buy	+17,500	New	+$71.7K	0.01%	72

Other funds holding CLPT

BlackRock New York $6.73T AUM 46.02% 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

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 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

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Westwood Management Corporation's CLPT Position: Q3 2023 in Review

Westwood Management Corporation sold out of ClearPoint Neuro (CLPT) in Q3 2023, closing a stake of 14,000 shares — an estimated $101K sold.

Westwood Management Corporation first reported a position in CLPT in Q3 2019 and held it in 15 quarters. The position peaked at $550K in Q1 2021. 63 funds tracked by Wall St. Rank hold CLPT as of Q3 2023.

Westwood Management Corporation reported no remaining ClearPoint Neuro position as of Q3 2023 after selling out during the quarter.
Westwood Management Corporation sold 14,000 ClearPoint Neuro shares in Q3 2023, an estimated $101K.
Westwood Management Corporation first reported a position in ClearPoint Neuro in Q3 2019 and held it in 15 quarters.
Westwood Management Corporation's ClearPoint Neuro position peaked at $550K in Q1 2021.
63 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2023.

Based on Westwood Management Corporation's 13F filing for Q3 2023, filed 27 Oct 2023.