Question 1

Does Williams Jones Wealth Management own CLPT stock?

Accepted Answer

No. Williams Jones Wealth Management exited its CLPT (ClearPoint Neuro) position in Q3 2021. Its Q2 2021 13F listed 21,552 shares worth $411,000.

Question 2

How many shares of CLPT does Williams Jones Wealth Management own?

Accepted Answer

None since Q3 2021, when Williams Jones Wealth Management exited the position. Its Q2 2021 13F listed 21,552 shares worth $411,000.

Question 3

What is Williams Jones Wealth Management's CLPT position worth?

Accepted Answer

Williams Jones Wealth Management's CLPT position was worth $411,000 in its Q2 2021 13F, before the exit in Q3 2021.

Question 4

Is Williams Jones Wealth Management buying or selling CLPT?

Accepted Answer

In Q3 2021, Williams Jones Wealth Management exited its entire CLPT position.

Question 5

When did Williams Jones Wealth Management first buy CLPT?

Accepted Answer

Williams Jones Wealth Management first reported CLPT in its Q1 2020 13F and listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$17.75	0
2021-Q2	Unchanged	21,552	0.0%	$411,000	0.0%	$19.09	0
2021-Q1	Unchanged	21,552	0.0%	$456,000	0.0%	$21.14	0
2020-Q4	Unchanged	21,552	0.0%	$342,000	0.0%	$15.89	0
2020-Q3	Unchanged	21,552	0.0%	$118,000	0.0%	$5.46	0
2020-Q2	Unchanged	21,552	0.0%	$77,000	0.0%	$3.56	0
2020-Q1	New	21,552	-	$77,000	0.0%	$3.58	29