GRP
ATHX

Global Retirement Partners’s Athersys, Inc. Common Stock ATHX Stock Holding History

Global Retirement Partners’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
-1,768
Closed -$778 – 3521
2023
Q3 		$778 Hold
1,768
– – ﹤0.01% 2832
2023
Q2 		$1.54K Hold
1,768
– – ﹤0.01% 2637
2023
Q1 		$1.36K Buy
+1,768
New +$2.52K ﹤0.01% 2635
2020
Q2 		– Sell
-3
Closed – – 1763
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1722
2019
Q4 		$0 Sell
3
-1,200
-100% -$39.3K ﹤0.01% 1734
2019
Q3 		$40K Hold
1,203
– – 0.01% 684
2019
Q2 		$51K Buy
+1,203
New +$49.2K 0.01% 606

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

Global Retirement Partners's ATHX Position: Q4 2023 in Review

Global Retirement Partners sold out of Athersys, Inc. Common Stock (ATHX) in Q4 2023, closing a stake of 1,768 shares — an estimated $778 sold.

Global Retirement Partners first reported a position in ATHX in Q2 2019 and held it in 7 quarters. The position peaked at $51K in Q2 2019. 7 funds tracked by Wall St. Rank hold ATHX as of Q4 2023.

  • Global Retirement Partners reported no remaining Athersys, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 1,768 Athersys, Inc. Common Stock shares in Q4 2023, an estimated $778.
  • Global Retirement Partners first reported a position in Athersys, Inc. Common Stock in Q2 2019 and held it in 7 quarters.
  • Global Retirement Partners's Athersys, Inc. Common Stock position peaked at $51K in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.