Clear Perspective Advisors, LLC current holdings: USA Stocks
Clear Perspective Advisors, LLC reported $0.12 billion in share positions in stocks (listed in the US), 105 positions, in its Form 13F for the quarter ended 2021-12-31; the largest are AAPL, BRKB, MSFT.
- UBER: Country of operation United States; Class COM; Shares 4,983; Value $209,000.
- ETR: Country of operation United States; Class COM; Shares 1,835; Value $207,000.
- MRVL: Country of operation United States; Class COM; Shares 2,359; Value $206,000.
- GS: Country of operation United States; Class COM; Shares 531; Value $203,000.
Form 13F-HR as filed (SEC CIK 1704677): quarter ended 2021-12-31, filed 2022-02-17. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2021-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| UBER UBER TECHNOLOGIES INC COM | United States | COM | 4,983 | $209,000 | 0.17% | 2021-12-31 | 2022-02-17 | +65.42% |
| ETR ENTERGY CORP NEW COM | United States | COM | 1,835 | $207,000 | 0.17% | 2021-12-31 | 2022-02-17 | +77.10% |
| MRVL MARVELL TECHNOLOGY INC COMMON | United States | COM | 2,359 | $206,000 | 0.17% | 2021-12-31 | 2022-02-17 | +200.91% |
| GS GOLDMAN SACHS GROUP INC COM | United States | COM | 531 | $203,000 | 0.16% | 2021-12-31 | 2022-02-17 | +139.51% |
| DB DEUTSCHE BANK AG NAMEN AKT ISIN#DE0005140008 | NAMEN AKT | 12,198 | $152,000 | 0.12% | 2021-12-31 | 2022-02-17 | +188.88% |
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