Envestnet Asset Management
ATHE

Envestnet Asset Management’s Alterity Therapeutics ATHE Stock Holding History

Envestnet Asset 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
2022
Q4 		– Sell
-7,807
Closed -$35K – 3949
2022
Q3 		$35K Sell
7,807
-432
-5% -$2.53K ﹤0.01% 3837
2022
Q2 		$50K Hold
8,239
– – ﹤0.01% 3822
2022
Q1 		$67K Hold
8,239
– – ﹤0.01% 3836
2021
Q4 		$59K Buy
+8,239
New +$89.4K ﹤0.01% 3797

Other funds holding ATHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PCA
Providence Capital Advisors Charlotte, North Carolina $613M AUM 17.83% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

Envestnet Asset Management's ATHE Position: Q4 2022 in Review

Envestnet Asset Management sold out of Alterity Therapeutics (ATHE) in Q4 2022, closing a stake of 7,807 shares — an estimated $35K sold.

Envestnet Asset Management first reported a position in ATHE in Q4 2021 and held it in 4 quarters. The position peaked at $67K in Q1 2022. 12 funds tracked by Wall St. Rank hold ATHE as of Q4 2022.

  • Envestnet Asset Management reported no remaining Alterity Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 7,807 Alterity Therapeutics shares in Q4 2022, an estimated $35K.
  • Envestnet Asset Management first reported a position in Alterity Therapeutics in Q4 2021 and held it in 4 quarters.
  • Envestnet Asset Management's Alterity Therapeutics position peaked at $67K in Q1 2022.
  • 12 funds tracked by Wall St. Rank held Alterity Therapeutics as of Q4 2022.

Based on Envestnet Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.