Clear Perspective Advisors, LLC current holdings: Foreign Stocks
Clear Perspective Advisors, LLC reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 4 positions, in its Form 13F for the quarter ended 2021-12-31; the largest are NVS, ULXXXX, SNY.
- NVS: Country of operation —; Class SPONSORED ADR; Shares 5,693; Value $498,000.
- ULXXXX: Country of operation —; Class SPON ADR NEW; Shares 6,504; Value $350,000.
- SNY: Country of operation —; Class SPONSORED ADR; Shares 5,308; Value $266,000.
- JD: Country of operation —; Class COM; Shares 2,940; Value $206,000.
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 |
|---|---|---|---|---|---|---|---|---|
| NVS NOVARTIS AG SPONSORED ADR | SPONSORED ADR | 5,693 | $498,000 | 0.40% | 2021-12-31 | 2022-02-17 | +66.58% | |
| ULXXXX UNILEVER PLC UL | SPON ADR NEW | 6,504 | $350,000 | 0.28% | 2021-12-31 | 2022-02-17 | ||
| SNY SANOFI ADR | SPONSORED ADR | 5,308 | $266,000 | 0.21% | 2021-12-31 | 2022-02-17 | -18.68% | |
| JD JD COM INC SPONS ADR REPSTG COM CL A | COM | 2,940 | $206,000 | 0.17% | 2021-12-31 | 2022-02-17 | -62.47% |
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