IAA
ATHX

Independent Advisor Alliance’s Athersys, Inc. Common Stock ATHX Stock Holding History

Independent Advisor Alliance’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
2022
Q3 		– Sell
-3,360
Closed -$22K – 664
2022
Q2 		$22K Buy
+3,360
New +$37.2K ﹤0.01% 608

Other funds holding ATHX

Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VAFP
Vahanian & Associates Financial Planning Saratoga Springs, New York $25.3M AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Independent Advisor Alliance's ATHX Position: Q3 2022 in Review

Independent Advisor Alliance sold out of Athersys, Inc. Common Stock (ATHX) in Q3 2022, closing a stake of 3,360 shares — an estimated $22K sold.

Independent Advisor Alliance first reported a position in ATHX in Q2 2022 and held it in 1 quarter. The position peaked at $22K in Q2 2022. 44 funds tracked by Wall St. Rank hold ATHX as of Q3 2022.

  • Independent Advisor Alliance reported no remaining Athersys, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,360 Athersys, Inc. Common Stock shares in Q3 2022, an estimated $22K.
  • Independent Advisor Alliance first reported a position in Athersys, Inc. Common Stock in Q2 2022 and held it in 1 quarter.
  • Independent Advisor Alliance's Athersys, Inc. Common Stock position peaked at $22K in Q2 2022.
  • 44 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q3 2022.

Based on Independent Advisor Alliance's 13F filing for Q3 2022, filed 4 Nov 2022.