Williams Jones Wealth Management’s ClearPoint Neuro CLPT Stock Holding History

Williams Jones 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
2021 Q3	–	Sell	-21,552	Closed	-$411K	–	497
2021 Q2	$411K	Hold	21,552	–	–	0.01%	349
2021 Q1	$456K	Hold	21,552	–	–	0.01%	322
2020 Q4	$342K	Hold	21,552	–	–	0.01%	350
2020 Q3	$118K	Hold	21,552	–	–	﹤0.01%	412
2020 Q2	$77K	Hold	21,552	–	–	﹤0.01%	399
2020 Q1	$77K	Hold	21,552	–	–	﹤0.01%	363
2019 Q4	$103K	Hold	21,552	–	–	﹤0.01%	429
2019 Q3	$109K	Buy	+21,552	New	+$88.3K	﹤0.01%	411

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

TFCM

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

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

PGM

Parian Global Management Pound Ridge, New York $30.8M AUM 51.25% 1-Year Est. Return

Williams Jones Wealth Management's CLPT Position: Q3 2021 in Review

Williams Jones Wealth Management sold out of ClearPoint Neuro (CLPT) in Q3 2021, closing a stake of 21,552 shares — an estimated $411K sold.

Williams Jones Wealth Management first reported a position in CLPT in Q3 2019 and held it in 8 quarters. The position peaked at $456K in Q1 2021. 69 funds tracked by Wall St. Rank hold CLPT as of Q3 2021.

Williams Jones Wealth Management reported no remaining ClearPoint Neuro position as of Q3 2021 after selling out during the quarter.
Williams Jones Wealth Management sold 21,552 ClearPoint Neuro shares in Q3 2021, an estimated $411K.
Williams Jones Wealth Management first reported a position in ClearPoint Neuro in Q3 2019 and held it in 8 quarters.
Williams Jones Wealth Management's ClearPoint Neuro position peaked at $456K in Q1 2021.
69 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2021.

Based on Williams Jones Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.