Next Financial Group’s Alterity Therapeutics ATHE Stock Holding History

Next Financial Group’s Portfolio ATHE Stock Details ATHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-58	Closed	–	–	2118
2019 Q4	$0	Hold	58	–	–	﹤0.01%	2349
2019 Q3	$1K	Hold	58	–	–	﹤0.01%	2195
2019 Q2	$1K	Hold	58	–	–	﹤0.01%	2190
2019 Q1	$1K	Hold	58	–	–	﹤0.01%	1536
2018 Q4	$1K	Hold	58	–	–	﹤0.01%	1820
2018 Q3	$1K	Buy	+58	New	+$1.21K	﹤0.01%	1370
2017 Q4	–	Sell	-58	Closed	-$2K	–	335
2017 Q3	$2K	Hold	58	–	–	﹤0.01%	1582
2017 Q2	$1K	Hold	58	–	–	﹤0.01%	1807
2017 Q1	$2K	Buy	+58	New	+$1.37K	﹤0.01%	1673

Other funds holding ATHE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Next Financial Group's ATHE Position: Q1 2020 in Review

Next Financial Group sold out of Alterity Therapeutics (ATHE) in Q1 2020, closing a stake of 58 shares.

Next Financial Group first reported a position in ATHE in Q1 2017 and held it in 9 quarters. The position peaked at $2K in Q3 2017. 10 funds tracked by Wall St. Rank hold ATHE as of Q1 2020.

Next Financial Group reported no remaining Alterity Therapeutics position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 58 Alterity Therapeutics shares in Q1 2020.
Next Financial Group first reported a position in Alterity Therapeutics in Q1 2017 and held it in 9 quarters.
Next Financial Group's Alterity Therapeutics position peaked at $2K in Q3 2017.
10 funds tracked by Wall St. Rank held Alterity Therapeutics as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.