CWM
ATHE

Cornerstone Wealth Management’s Alterity Therapeutics ATHE Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-89
Closed -$333K – 382
2018
Q3 		$333K Buy
89
+26
+41% +$541 ﹤0.01% 1032
2018
Q2 		$333K Buy
+63
New +$1.25K ﹤0.01% 1155

Other funds holding ATHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Cornerstone Wealth Management's ATHE Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Alterity Therapeutics (ATHE) in Q4 2018, closing a stake of 89 shares — an estimated $333K sold.

Cornerstone Wealth Management first reported a position in ATHE in Q2 2018 and held it in 2 quarters. The position peaked at $333K in Q3 2018. 11 funds tracked by Wall St. Rank hold ATHE as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Alterity Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 89 Alterity Therapeutics shares in Q4 2018, an estimated $333K.
  • Cornerstone Wealth Management first reported a position in Alterity Therapeutics in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Alterity Therapeutics position peaked at $333K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Alterity Therapeutics as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.