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Steven Brill

@Clear Point Advisors Inc.

Latest period2024 - Q3ReportedManaged Assets$129.349MTotal holdings572
Assets growth rate6.24%Assets growth rate (2-Q avg)3.19%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Point Advisors Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 572 positions.

Assets under management

The assets under management (AUM) of Clear Point Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 129.349M in assets, with a quarterly growth rate of 6.24% and a 2-quarter average growth rate of 3.19%. The portfolio is managed by Steven Brill, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CHTRCharter Communicatn Class A
Recent Activity
Exited
0%
$299
1 shares@ $299.0 avg price
WENWendys Co
Recent Activity
Exited
0%
$192
11 shares@ $17.46 avg price
JBLUJetblue Airways Corp
Recent Activity
Exited
0%
$152
25 shares@ $6.08 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$20
0 shares@ $0.0 avg price
BLWBlackrock Limited Durati
Recent Activity
Exited
0%
$7
0 shares@ $0.0 avg price
SPDNDirexion Daily S&p 500 Bear Etf
Recent Activity
Exited
0%
$5
0 shares@ $0.0 avg price
EBNDSpdr Bloombg Emg Mrkt Lcl Bnd Etf
Recent Activity
Exited
0%
$3
0 shares@ $0.0 avg price