Evercore Wealth Management’s Athenahealth, Inc. ATHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,750
| Closed | -$231K | – | 416 |
|
|
2018
Q4 | $231K | Sell |
1,750
-2,800
| -62% | -$359K | 0.01% | 343 |
|
|
2018
Q3 | $608K | Hold |
4,550
| – | – | 0.02% | 255 |
|
|
2018
Q2 | $724K | Sell |
4,550
-1,750
| -28% | -$260K | 0.02% | 230 |
|
|
2018
Q1 | $901K | Sell |
6,300
-36
| -0.6% | -$4.92K | 0.03% | 194 |
|
|
2017
Q4 | $843K | Sell |
6,336
-28
| -0.4% | -$3.58K | 0.03% | 204 |
|
|
2017
Q3 | $791K | Sell |
6,364
-730
| -10% | -$101K | 0.03% | 199 |
|
|
2017
Q2 | $997K | Buy |
7,094
+94
| +1% | +$11.7K | 0.04% | 179 |
|
|
2017
Q1 | $789K | Hold |
7,000
| – | – | 0.03% | 206 |
|
|
2016
Q4 | $736K | Hold |
7,000
| – | – | 0.03% | 211 |
|
|
2016
Q3 | $883K | Hold |
7,000
| – | – | 0.04% | 191 |
|
|
2016
Q2 | $966K | Hold |
7,000
| – | – | 0.04% | 173 |
|
|
2016
Q1 | $971K | Hold |
7,000
| – | – | 0.04% | 174 |
|
|
2015
Q4 | $1.13M | Hold |
7,000
| – | – | 0.05% | 173 |
|
|
2015
Q3 | $933K | Hold |
7,000
| – | – | 0.04% | 186 |
|
|
2015
Q2 | $802K | Hold |
7,000
| – | – | 0.04% | 222 |
|
|
2015
Q1 | $836K | Sell |
7,000
-529
| -7% | -$70.5K | 0.04% | 207 |
|
|
2014
Q4 | $1.1M | Buy |
7,529
+529
| +8% | +$66.4K | 0.05% | 163 |
|
|
2014
Q3 | $922K | Sell |
7,000
-37
| -0.5% | -$4.87K | 0.05% | 188 |
|
|
2014
Q2 | $881K | Buy |
7,037
+37
| +0.5% | +$4.78K | 0.05% | 200 |
|
|
2014
Q1 | $1.12M | Sell |
7,000
-500
| -7% | -$82.3K | 0.06% | 172 |
|
|
2013
Q4 | $1.01M | Hold |
7,500
| – | – | 0.06% | 191 |
|
|
2013
Q3 | $815K | Sell |
7,500
-500
| -6% | -$54.1K | 0.05% | 228 |
|
|
2013
Q2 | $678K | Buy |
+8,000
| New | +$716K | 0.04% | 246 |
|
Evercore Wealth Management's ATHN Position: Q1 2019 in Review
Evercore Wealth Management sold out of Athenahealth, Inc. (ATHN) in Q1 2019, closing a stake of 1,750 shares — an estimated $231K sold.
Evercore Wealth Management first reported a position in ATHN in Q2 2013 and held it in 23 quarters. The position peaked at $1.13M in Q4 2015. 0 funds tracked by Wall St. Rank hold ATHN as of Q1 2019.
- Evercore Wealth Management reported no remaining Athenahealth, Inc. position as of Q1 2019 after selling out during the quarter.
- Evercore Wealth Management sold 1,750 Athenahealth, Inc. shares in Q1 2019, an estimated $231K.
- Evercore Wealth Management first reported a position in Athenahealth, Inc. in Q2 2013 and held it in 23 quarters.
- Evercore Wealth Management's Athenahealth, Inc. position peaked at $1.13M in Q4 2015.
- 0 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q1 2019.
Based on Evercore Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.