CFFP
ATHX

Center for Financial Planning’s Athersys, Inc. Common Stock ATHX Stock Holding History

Center for Financial Planning’s Portfolio ATHX Stock Details ATHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-69
Closed -$30 – 536
2023
Q3 		$30 Hold
69
– – ﹤0.01% 515
2023
Q2 		$61 Hold
69
– – ﹤0.01% 568
2023
Q1 		$85 Hold
69
– – ﹤0.01% 525
2022
Q4 		$58 Hold
69
– – ﹤0.01% 538
2022
Q3 		$0 Sell
69
-1
-1% -$4 ﹤0.01% 696
2022
Q2 		$0 Hold
70
– – ﹤0.01% 572
2022
Q1 		$1K Hold
70
– – ﹤0.01% 531
2021
Q4 		$2K Hold
70
– – ﹤0.01% 496
2021
Q3 		$2K Hold
70
– – ﹤0.01% 467
2021
Q2 		$3K Hold
70
– – ﹤0.01% 447
2021
Q1 		$3K Hold
70
– – ﹤0.01% 482
2020
Q4 		$3K Hold
70
– – ﹤0.01% 431
2020
Q3 		$3K Hold
70
– – ﹤0.01% 400
2020
Q2 		$5K Hold
70
– – ﹤0.01% 370
2020
Q1 		$5K Hold
70
– – ﹤0.01% 424
2019
Q4 		$2K Buy
+70
New +$2.29K ﹤0.01% 433

Other funds holding ATHX

SWIG
Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return

Center for Financial Planning's ATHX Position: Q4 2023 in Review

Center for Financial Planning sold out of Athersys, Inc. Common Stock (ATHX) in Q4 2023, closing a stake of 69 shares — an estimated $30 sold.

Center for Financial Planning first reported a position in ATHX in Q4 2019 and held it in 16 quarters. The position peaked at $5K in Q2 2020. 7 funds tracked by Wall St. Rank hold ATHX as of Q4 2023.

  • Center for Financial Planning reported no remaining Athersys, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Center for Financial Planning sold 69 Athersys, Inc. Common Stock shares in Q4 2023, an estimated $30.
  • Center for Financial Planning first reported a position in Athersys, Inc. Common Stock in Q4 2019 and held it in 16 quarters.
  • Center for Financial Planning's Athersys, Inc. Common Stock position peaked at $5K in Q2 2020.
  • 7 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q4 2023.

Based on Center for Financial Planning's 13F filing for Q4 2023, filed 29 Jan 2024.