GI
ATHX

Gradient Investments’s Athersys, Inc. Common Stock ATHX Stock Holding History

Gradient Investments’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
-21,700
Closed -$9.38K – 1941
2023
Q3 		$9.38K Buy
21,700
+19,700
+985% +$10.8K ﹤0.01% 823
2023
Q2 		$1.74K Hold
2,000
– – ﹤0.01% 1195
2023
Q1 		$2.46K Hold
2,000
– – ﹤0.01% 1082
2022
Q4 		$1.68K Hold
2,000
– – ﹤0.01% 1124
2022
Q3 		$4K Buy
2,000
+200
+11% +$872 ﹤0.01% 1029
2022
Q2 		$12K Hold
1,800
– – ﹤0.01% 739
2022
Q1 		$27K Hold
1,800
– – ﹤0.01% 596
2021
Q4 		$41K Buy
1,800
+160
+10% +$4.59K ﹤0.01% 511
2021
Q3 		$55K Buy
1,640
+240
+17% +$9.12K ﹤0.01% 468
2021
Q2 		$50K Buy
1,400
+400
+40% +$16.5K ﹤0.01% 471
2021
Q1 		$45K Buy
1,000
+852
+576% +$44.2K ﹤0.01% 478
2020
Q4 		$7K Hold
148
– – ﹤0.01% 773
2020
Q3 		$7K Buy
148
+12
+9% +$725 ﹤0.01% 780
2020
Q2 		$9K Sell
136
-164
-55% -$11.4K ﹤0.01% 667
2020
Q1 		$23K Buy
+300
New +$10.5K ﹤0.01% 490

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

Gradient Investments's ATHX Position: Q4 2023 in Review

Gradient Investments sold out of Athersys, Inc. Common Stock (ATHX) in Q4 2023, closing a stake of 21,700 shares — an estimated $9.38K sold.

Gradient Investments first reported a position in ATHX in Q1 2020 and held it in 15 quarters. The position peaked at $55K in Q3 2021. 7 funds tracked by Wall St. Rank hold ATHX as of Q4 2023.

  • Gradient Investments reported no remaining Athersys, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 21,700 Athersys, Inc. Common Stock shares in Q4 2023, an estimated $9.38K.
  • Gradient Investments first reported a position in Athersys, Inc. Common Stock in Q1 2020 and held it in 15 quarters.
  • Gradient Investments's Athersys, Inc. Common Stock position peaked at $55K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.