Number of Shares
14,909
Previous 7,390 101.75%
Holding current value
$691 Million
Previous $355 Million 94.54%
% of portfolio
0.62%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

BUY
N/A
7,519 Added 101.75%
14,909 $691 Million
Q4 2024

Jan 31, 2025

BUY
N/A
500 Added 7.26%
7,390 $355 Million
Q2 2024

Aug 14, 2024

SELL
N/A
-50 Reduced 0.72%
6,890 $312 Million
Q4 2023

May 15, 2024

BUY
N/A
6,940 New
6,940 $289 Million
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.