AG
ATHE

Advisor Group’s Alterity Therapeutics ATHE Stock Holding History

Advisor Group’s Portfolio ATHE Stock Details ATHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2K Buy
274
+24
+10% +$242 ﹤0.01% 4948
2019
Q3 		$3K Hold
250
– – ﹤0.01% 4809
2019
Q2 		$3K Sell
250
-1
-0.4% -$16 ﹤0.01% 4836
2019
Q1 		$5K Hold
251
– – ﹤0.01% 4658
2018
Q4 		$3K Hold
251
– – ﹤0.01% 4688
2018
Q3 		$5K Hold
251
– – ﹤0.01% 4572
2018
Q2 		$5K Hold
251
– – ﹤0.01% 4362
2018
Q1 		$5K Hold
251
– – ﹤0.01% 4384
2017
Q4 		$8K Hold
251
– – ﹤0.01% 4195
2017
Q3 		$7K Sell
251
-42
-14% -$1.14K ﹤0.01% 4120
2017
Q2 		$7K Buy
293
+1
+0.3% +$25 ﹤0.01% 4077
2017
Q1 		$9K Buy
292
+200
+217% +$4.73K ﹤0.01% 3821
2016
Q4 		$2K Hold
92
– – ﹤0.01% 4196
2016
Q3 		$4K Hold
92
– – ﹤0.01% 3964
2016
Q2 		$3K Buy
+92
New +$3.54K ﹤0.01% 3952

Other funds holding ATHE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Advisor Group's ATHE Position: Q4 2019 in Review

Advisor Group increased its Alterity Therapeutics (ATHE) stake by 9.6% in Q4 2019, buying an estimated $242 and bringing the position to 274 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #4948.

Advisor Group first reported a position in ATHE in Q2 2016 and has held it in 15 quarters since. The position peaked at $9K in Q1 2017. 10 funds tracked by Wall St. Rank hold ATHE as of Q4 2019.

  • Advisor Group held 274 shares of Alterity Therapeutics worth $2K as of Q4 2019.
  • Advisor Group bought 24 Alterity Therapeutics shares in Q4 2019, an estimated $242.
  • Alterity Therapeutics made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4948 holding.
  • Advisor Group first reported a position in Alterity Therapeutics in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Alterity Therapeutics position peaked at $9K in Q1 2017.
  • 10 funds tracked by Wall St. Rank held Alterity Therapeutics as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.