MW
ATHX

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

Marcum Wealth’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
2021
Q1 		– Sell
-865
Closed -$38K – 347
2020
Q4 		$38K Buy
+865
New +$39.3K 0.01% 149
2020
Q2 		– Sell
-640
Closed -$48K – 124
2020
Q1 		$48K Sell
640
-400
-38% -$14.1K 0.02% 93
2019
Q4 		$32K Buy
+1,040
New +$34.1K 0.01% 104

Other funds holding ATHX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Marcum Wealth's ATHX Position: Q1 2021 in Review

Marcum Wealth sold out of Athersys, Inc. Common Stock (ATHX) in Q1 2021, closing a stake of 865 shares — an estimated $38K sold.

Marcum Wealth first reported a position in ATHX in Q4 2019 and held it in 3 quarters. The position peaked at $48K in Q1 2020. 139 funds tracked by Wall St. Rank hold ATHX as of Q1 2021.

  • Marcum Wealth reported no remaining Athersys, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Marcum Wealth sold 865 Athersys, Inc. Common Stock shares in Q1 2021, an estimated $38K.
  • Marcum Wealth first reported a position in Athersys, Inc. Common Stock in Q4 2019 and held it in 3 quarters.
  • Marcum Wealth's Athersys, Inc. Common Stock position peaked at $48K in Q1 2020.
  • 139 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q1 2021.

Based on Marcum Wealth's 13F filing for Q1 2021, filed 11 May 2021.