New England Capital Financial Advisors’s Athersys, Inc. Common Stock ATHX Stock Holding History

New England Capital Financial Advisors’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	-40	Closed	-$18	–	418
2023 Q3	$18	Hold	40	–	–	﹤0.01%	393
2023 Q2	$35	Hold	40	–	–	﹤0.01%	387
2023 Q1	$50	Hold	40	–	–	﹤0.01%	427
2022 Q4	$52	Buy	+40	New	+$50	﹤0.01%	434

Other funds holding ATHX

SWIG

Strategic Wealth Investment Group Louisville, Kentucky $825M AUM 11.63% 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 $269M AUM 28.74% 1-Year Est. Return

New England Capital Financial Advisors's ATHX Position: Q4 2023 in Review

New England Capital Financial Advisors sold out of Athersys, Inc. Common Stock (ATHX) in Q4 2023, closing a stake of 40 shares — an estimated $18 sold.

New England Capital Financial Advisors first reported a position in ATHX in Q4 2022 and held it in 4 quarters. The position peaked at $52 in Q4 2022. 7 funds tracked by Wall St. Rank hold ATHX as of Q4 2023.

New England Capital Financial Advisors reported no remaining Athersys, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
New England Capital Financial Advisors sold 40 Athersys, Inc. Common Stock shares in Q4 2023, an estimated $18.
New England Capital Financial Advisors first reported a position in Athersys, Inc. Common Stock in Q4 2022 and held it in 4 quarters.
New England Capital Financial Advisors's Athersys, Inc. Common Stock position peaked at $52 in Q4 2022.
7 funds tracked by Wall St. Rank held Athersys, Inc. Common Stock as of Q4 2023.

Based on New England Capital Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.