HighMark Wealth Management’s Athersys, Inc. Common Stock ATHX Stock Holding History

HighMark Wealth Management’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	-120	Closed	-$52	–	611
2023 Q3	$52	Hold	120	–	–	﹤0.01%	562
2023 Q2	$104	Hold	120	–	–	﹤0.01%	552
2023 Q1	$148	Hold	120	–	–	﹤0.01%	584
2022 Q4	$101	Hold	120	–	–	﹤0.01%	528
2022 Q3	$0	Hold	120	–	–	﹤0.01%	573
2022 Q2	$1K	Hold	120	–	–	﹤0.01%	508
2022 Q1	$2K	Hold	120	–	–	﹤0.01%	468
2021 Q4	$3K	Hold	120	–	–	﹤0.01%	429
2021 Q3	$4K	Hold	120	–	–	﹤0.01%	401
2021 Q2	$4K	Hold	120	–	–	﹤0.01%	405
2021 Q1	$5K	Hold	120	–	–	﹤0.01%	349
2020 Q4	$5K	Hold	120	–	–	﹤0.01%	343
2020 Q3	$6K	Hold	120	–	–	0.01%	306
2020 Q2	$8K	Hold	120	–	–	0.01%	252
2020 Q1	$9K	Hold	120	–	–	0.01%	161
2019 Q4	$3K	Buy	+120	New	+$3.94K	﹤0.01%	338

Other funds holding ATHX

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $788M AUM 14.6% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

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

HighMark Wealth Management's ATHX Position: Q4 2023 in Review

HighMark Wealth Management sold out of Athersys, Inc. Common Stock (ATHX) in Q4 2023, closing a stake of 120 shares — an estimated $52 sold.

HighMark Wealth Management first reported a position in ATHX in Q4 2019 and held it in 16 quarters. The position peaked at $9K in Q1 2020. 7 funds tracked by Wall St. Rank hold ATHX as of Q4 2023.

HighMark Wealth Management reported no remaining Athersys, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
HighMark Wealth Management sold 120 Athersys, Inc. Common Stock shares in Q4 2023, an estimated $52.
HighMark Wealth Management first reported a position in Athersys, Inc. Common Stock in Q4 2019 and held it in 16 quarters.
HighMark Wealth Management's Athersys, Inc. Common Stock position peaked at $9K in Q1 2020.
7 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q4 2023.

Based on HighMark Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.