Creative Planning’s Athersys, Inc. Common Stock ATHX Stock Holding History

Creative 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
2021 Q1	–	Sell	-438	Closed	-$19K	–	2775
2020 Q4	$19K	Sell	438 -4	-0.9%	-$182	﹤0.01%	2191
2020 Q3	$22K	Buy	+442	New	+$26.7K	﹤0.01%	1975
2017 Q3	–	Sell	-262	Closed	-$10K	–	4018
2017 Q2	$10K	Sell	262 -400	-60%	-$14.9K	﹤0.01%	3650
2017 Q1	$28K	Hold	662	–	–	﹤0.01%	2894
2016 Q4	$25K	Buy	662 +400	+153%	+$17.6K	﹤0.01%	2940
2016 Q3	$14K	Hold	262	–	–	﹤0.01%	3291
2016 Q2	$14K	Buy	262 +16	+7%	+$906	﹤0.01%	3042
2016 Q1	$14K	Sell	246 -236	-49%	-$9.57K	﹤0.01%	3018
2015 Q4	$12K	Buy	482 +400	+488%	+$10.6K	﹤0.01%	3210
2015 Q3	$2K	Buy	+82	New	+$2.4K	﹤0.01%	4000
2015 Q2	–	Sell	-282	Closed	-$20K	–	3310
2015 Q1	$20K	Buy	282 +215	+321%	+$13K	﹤0.01%	2726
2014 Q4	$3K	Buy	67 +65	+3,250%	+$2.25K	﹤0.01%	3741
2014 Q3	$0	Buy	+2	New	+$77	﹤0.01%	4208

Other funds holding ATHX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Creative Planning's ATHX Position: Q1 2021 in Review

Creative Planning sold out of Athersys, Inc. Common Stock (ATHX) in Q1 2021, closing a stake of 438 shares — an estimated $19K sold.

Creative Planning first reported a position in ATHX in Q3 2014 and held it in 13 quarters. The position peaked at $28K in Q1 2017. 139 funds tracked by Wall St. Rank hold ATHX as of Q1 2021.

Creative Planning reported no remaining Athersys, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
Creative Planning sold 438 Athersys, Inc. Common Stock shares in Q1 2021, an estimated $19K.
Creative Planning first reported a position in Athersys, Inc. Common Stock in Q3 2014 and held it in 13 quarters.
Creative Planning's Athersys, Inc. Common Stock position peaked at $28K in Q1 2017.
139 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.